Samantha Young

Samantha Young is an experienced executive with a strong background in administrative and operational leadership across multiple financial services companies. Currently serving as Chief Administrative Officer for Red Oak's 4U Platform since April 2025, Samantha previously held the same title at 4U Platform LLC from March 2021 to April 2025. Prior roles include Chief Operating Officer at Leelyn Smith, where responsibilities included enhancing vendor partnerships and formalizing processes, and Chief Administrative Officer at Ziegler, overseeing operational management of Wealth Management. Samantha also has experience as a Business Solutions Specialist and Project Manager, Senior Retirement Product Specialist at William Blair, Director of Human Resources and Marketing at Geneva Investment Management, and various roles at Morgan Stanley Smith Barney, including Senior Complex Service Manager. Education includes attendance at Purdue University with a focus on Elementary Education and Teaching.