As a Senior Associate, Operations and Client Service, Samantha seeks to ensure quality and simplicity in client operations, so team members and Wealth Advisors are able to focus their efforts on client needs. Samantha graduated from the University of Hartford in 1991 with a Bachelor’s Degree in Communications.

Samantha has over 20 years of experience in the financial services industry; five of those years spent working for LPL Financial in their Boston office.

After taking a few years off to raise her son and daughter, Samantha joined the Winthrop Wealth Team in 2011. In her spare time, Samantha enjoys spending time with her family, cooking healthy meals and time on Cape Cod.