Samantha S. Martell
Role at Appleton
Sam is an integral part of the New Business Team, working directly with Appleton’s platform and consultant relationships. She handles a wide variety of client service requests of an operational, analytical and relationship support nature, while also facilitating the new and closed account process.
Sam’s relationship with Appleton dates to her college years when she interned over the course of three summers. Upon receiving her undergraduate degree, she joined Loomis, Sayles & Company as a Sales & Marketing Coordinator before returning to Appleton in 2013. She holds the CFA Institute Investment Foundations® Certificate.
B.A., Northeastern University
Sam loves to travel, exercise, and read. She is also a certified Spin Instructor with 3 years of teaching experience. Sam lives in West Roxbury, MA with her husband and Bernese Mountain dog, Layla.