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Clearstead
Samantha Karoly

Samantha Karoly

Institutional Group Client Services Associate at Clearstead

About

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Manager

Bradley Knapp CFA, CAIA

President

Peers

Tony Micheli

Senior Managing Tax Director - Private Client Wealth Management

Maureen Leneghan

Senior Managing Director, Financial Planning

William Hall

President, Clearstead Trust

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Timeline

Institutional Group Client Services Associate
April, 2022 - present
Administrative Assistant
October, 2021