Samantha Sutton

Client Planning Associate at Clearstead

Samantha Sutton, MSA, currently serves as a Client Planning Associate at Clearstead since December 2022. Prior experience includes roles at MAI Capital Management, LLC, where Samantha advanced from Intern to Senior Associate in Tax Services, focusing on tax preparation for high-net-worth clients and collaboration with various departments for tax planning. Earlier positions include a Tax Intern role at STERIS Corporation and an Accounting Intern role at Dwellworks, both of which provided foundational experience in corporate tax returns and accounting processes. Samantha holds a Master of Science in Accountancy with a specialization in Taxation and a Bachelor of Business Administration in Finance, both from John Carroll University.

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