Samantha joined IR+M in August 2014 and was named Associate Portfolio Manager in 2026. In her role, she is responsible for portfolio construction and ongoing management with a focus on the firm's Private Wealth portfolios.
Since joining IR+M, Samantha has held roles spanning trading, portfolio risk and analysis, and portfolio management. After beginning her career as a Trader, she transitioned to the Portfolio Risk and Analysis Team, where she deepened her expertise in portfolio construction and oversight before being promoted to Associate Portfolio Manager.
Prior to joining IR+M, Samantha was a Fixed Income Research Associate at Commonwealth Financial Network, where she focused on fixed income markets, portfolio construction, and advisor-facing research.
Samantha earned a BS in Finance from Bentley University.
Samantha enjoys spending time outdoors with her family and exploring new places. She brings that same commitment to connection, curiosity, and collaboration to her role.
