Cfp® Samantha Joyce

Samantha Joyce, CFP®, has extensive experience in client relationship management and portfolio administration, currently serving at Boston Trust Walden Company since August 2008 in various roles including Client Relationship Manager, Portfolio Administrator, and Portfolio Associate. Prior experience includes managing accounts payable and administrative tasks at Winn Residential, as well as supporting the finance department’s CFO at Putnam Investments. Samantha has also held positions as Junior Loan Processor and Office Assistant in multiple roles within the mortgage industry. Education includes studies at Boston University Metropolitan College and a BA in International Business from Humboldt State University, supplemented by coursework at the American Business School Paris.