Samantha L.

President

“My goal has and continues to be to provide clients with the possible best service and investment management. After interviewing many firms I chose Vanderbilt because of the number of resources, technology integrations, multi-custodial relationships, and most importantly the communication I had with everyone that works there. I am excited to be a part of a firm that wants to work with me to better my business and client experience.”

Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Professional, Samantha!

Samantha has 12 years of experience in financial services. She is the President of Scopo Capital, specializing in working with individuals and business owners to mitigate risk and efficiently accumulate wealth with a comprehensive financial strategy.

“My goal has and continues to be to provide clients with the possible best service and investment management. After interviewing many firms I chose Vanderbilt because of the number of resources, technology integrations, multi-custodial relationships, and most importantly the communication I had with everyone who works there. I am excited to be a part of a firm that wants to work with me to better my business and client experience.” – Samantha

“We are excited to have Samantha as part of the Vanderbilt family. Her dedication to her clients and desire to help them by giving them responsible financial advice makes her a great fit with our firm.” – Joe Trifiletti, President

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Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.

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Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures | Privacy Policy | SEC Rule 606 | Public BCP

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