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 9 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.