Samarpita (Sam) Ghosh
Client Services Assistant
Sam serves as our Client Services Assistant. She is our clients' second contact for financial service-related requests, and she works to ensure efficient and effective results. Sam works closely with Lindsey, as well as our advisors Ron and Nolan, to manage all aspects of the client relationship, particularly service related requests, account paperwork, transfers and distributions.
Sam worked at the University of Chicago as a Project/Development Assistant for Alumni Relations & Development and at the Medicine and Biological Sciences Division for 4 years before moving to Michigan.
In her free time she loves cooking, gardening, Indian summers and spending quality time with her 4 year old and family.