Robert Nause
Robert is responsible for the firm’s financial operations, regulatory reporting and internal control oversight. He has extensive knowledge and experience in financial audits, tax, and regulatory compliance reporting. He joined the firm in 1996 and has served on SAMT’s Board since 2005. Robert holds a BSBA in Accounting from Shippensburg University.
Sharon Anderson
Sharon serves as an administrative assistant providing a broad range of support to the relationship managers and maintaining client records. She also coordinates hospitality services for client meetings and events. Sharon joined the firm in 2016. Prior to joining SAMT, she worked in various administrative and tax accounting roles for 25 years.
Brittany Grigg
Brittany serves as a client services associate supporting the relationship managers and providing portfolio administration in the areas of client reporting, presentation material, trustee services and portfolio analysis. She joined the firm in 2018 and has 14 years of experience in accounting and finance. Prior to joining SAMT, Brittany coordinated services in the human resources […]
Jennifer Bowen, CTFA
Jennifer leads trust administration for the firm and serves as a relationship manager providing a broad range of services including investment, trust and estate planning, private banking and tax strategies. She also provides oversight of portfolio operations and has served as SAMT’s Compliance Officer since 2005. Jennifer joined the firm in 2002 and has over […]
Nathan Friedman
Nathan is responsible for a wide array of functions related to administration and operational processes of client portfolios. He joined the firm in 2014 and has 10 years of experience in finance. Prior to joining SAMT, he worked as a relationship banker at M&T Bank. Nathan holds a BS of Business Administration with an Accounting […]
Kevin Ortenzio
Kevin serves as a relationship manager providing a broad range of services including investment, trust and estate planning, private banking and tax strategies. He joined the firm in 2014 and has 10 years of experience in finance. Kevin holds an MS in Finance from the University of Denver and a BS in Finance from the […]
Emily Ernest, CFA
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 […]
Sean Breckenridge, CFA
Sean is responsible for research, portfolio analytics and trade execution. He joined the firm in 2010 and has 21 years of experience in finance. Prior to joining SAMT, he worked as a client services associate at Wells Fargo Advisors from 2008 to 2010 and a trade assistant at Capmark Investments, a $7 Billion money manager, […]
Joseph Guerrisi, CFA
Joseph V. Guerrisi, CFA joined Select Asset Management & Trust in 1999 and serves as President & CEO. He leads the firm’s strategic vision, investment strategy, and multigenerational wealth planning for ultra-affluent families. He provides board-level guidance to diverse industries and collaborates with educational institutions, advancing financial literacy. His leadership reflects a deep commitment to […]
