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Samantha Booth, CIMA® CRPC®
Portfolio Manager
Samantha Booth joined HVIA as a Portfolio Manager in 2022. Samantha possesses prior financial industry experience from Merrill Lynch and Haymarket Wealth Management. In 2020, she received her Certified Investment Management Analyst® designation and is currently working towards the Chartered Financial Consultant designation. Samantha works directly with individuals, families, foundations, and businesses to manage their wealth and achieve their long-term financial goals.
Samantha graduated from Drew University Summa Cum Laude with a B.A. Economics. Samantha played third base for Drew’s Division III Softball Team.
Sammie is originally from New Jersey and currently resides in Orange County. She is a member of the Warwick Valley Country Club, where she sits on the board as the Assistant Treasurer. She enjoys spending time with her family, exercising, exploring local restaurants, and playing the occasional round of golf.
Certified Investment Management Analyst- 2020
Chartered Retirement Planning Counselor- 2020
Drew University
- Bachelor of Arts in Economics, Minor in Business, and Concentration in Psychology – 2019
- Summa Cum Laude
Hudson Valley Investment Advisors, Inc 2/2022 – Present
- Portfolio Manager
Merrill Lynch 12/2018 – 2/2022
- Investment Management Specialist
- HIVA’s Investment Policy Committee
- Investment and Wealth Institute