Catherine Cooper
Catherine supports the Portfolio Accountant with responsibilities including account reconciliations, trade settlement, client reporting, and tax coordination. She joined SAMT in 2024, bringing over 25 years of experience in accounting. Prior to joining the firm, Catherine held various leadership roles, including Controller and Office Manager, where she developed a strong foundation in financial operations and […]
Juliette Safer
Juliette is responsible for portfolio analytics and rebalancing. She is also the backup trader and assists with various other Trading Desk responsibilities. Juliette joined the firm full-time in 2025 after interning on the Trading Desk during her senior year of college. Prior to joining SAMT, she interned at LBC Credit Partners and with Select Medical’s […]
Holly Ragan
Holly serves as Administrative Assistant to the Account Operations Department assisting with wire transfers, deposits, compliance, and account opening. Holly joined the firm in 2023. She holds a Bachelor of Behavioral Science degree from The Pennsylvania State University and has experience providing support to executives in higher education and the Pennsylvania Credit Union Association.
Whitney Marshall
Whitney is responsible for assisting with the coordination of operational functions for client accounts including account maintenance, deposits, and wire transfers. She also serves as SAM&T’s Assistant BSA/OFAC Officer and Assistant Information Security Officer. Whitney joined the firm in 2023 and has 16 years of experience within the financial sector including retail and corporate banking. […]
Christina Takach
Christina fulfills an essential role within the organization by supporting the relationship managers and providing portfolio administration in the areas of client reporting, presentation material, portfolio analysis, and research. She joined the firm in 2021. Christina holds a BSBA in Finance and Personal Financial Planning from Shippensburg University. She has extensive knowledge in insurance with […]
Martin Ortenzio
Robert Ortenzio
John Ortenzio
Rocco Ortenzio
Kimberly Nagle
Kimberly provides support to the Portfolio Accountant in the areas of account reconciliations, trade settlement, client reporting and tax coordination. She joined the firm in 2019 and has over 22 years of accounting experience. Prior to joining SAMT, Kimberly worked in various roles as a business manager and controller from 2002-2019. She holds an associate’s […]