Emily serves as a relationship manager providing a broad range of services including investment, trust and estate planning, private banking and tax strategies. She joined the firm in 2014 and has 13 years of experience in finance. Prior to joining SAMT, she worked as an account manager with Bloomberg Trade Order Management Solutions from 2012 to 2014 and a fixed income analyst with Bloomberg LP from 2011 to 2012.

Emily has been a CFA charterholder since 2015 and holds a BS in finance from Villanova University.