Broker Check

Our Team

ROBERT ODEN  

ROBERT  ODEN

MANAGING PARTNER

Robert Oden is the Managing Partner for SAM Group. Robert oversees the corporate governance and chairs the firm's Investment and Strategies Committee. He works with the firm's clients helping them to achieve their personal and family investment goals.

Robert has been in the financial services business since 1981. He worked with The Travelers Group helping clients implement investment and retirement plans. In 1991 he co-founded Physicians Financial Group-a financial planning firm which specifically addressed the needs of medical professionals. In 1998 Physicians Financial Group merged into Strategic Asset Management Group (SAM Group). From its inception, SAM Group's main goal was, and continues to be, assisting affluent individuals to achieve their financial goals. Robert has been serving the needs of high net worth individuals and their families for over three decades.


BRETT ORVIETO

BRETT ORVIETO

PARTNER

Brett Orvieto is a Partner for SAM Group. Brett works with the firm's clients helping them to achieve their personal and family investment goals. He is responsible for trading, fund research and is a member of the firm's Investment and Strategies Committee.

Brett earned a BA in Mathematics at Emory University and a BBA in Finance from Emory's Goizueta Business School. Brett holds the FINRA Series 7, 55 and 66 securities registrations. Prior to joining SAM, Brett worked as an equity trader at Morgan Stanley in New York City from 2007-2013. Brett traded US listed equities on the Cash Trading Desk and spent time in Energy, Utilities, Materials, and Financials. He led the Special Situations Trading effort for his last three years at the firm, focusing specifically on risk arbitrage trading for stock-for-stock deal transactions.


MARY Cosentino

MARY BETH COSENTINO

CHIEF OPERATING OFFICER

Mary Beth Cosentino is the Chief Operating Officer for SAM Group. Mary Beth works to cohesively encourage our team and enhance office efficiencies. She is responsible for overseeing the day-to-day operations, supervising compliance, client relations, administrative management, human resources and coordinating activity between the broker/dealer, clearing firm, portfolio managers and SAM staff.

Mary Beth studied at Florida State University where she majored in Business Administration with a minor in Art Education. She holds the FINRA Series 6 and 7 securities registrations. She is currently studying for the FINRA Series 24 and 66 securities registrations to qualify as Chief Compliance Officer.


ANDREW ODEN

ANDREW ODEN

CHIEF FINANCIAL OFFICER

Andrew Oden is the Chief Financial Officer for SAM Group. He is responsible for the company financials and accounting procedures. In addition, Andrew also works in trading, fund research, client distributions and is a member of the firm's Investment and Strategies Committee.

Andrew began working with SAM Group in 2009 as an Analyst. He was later named Chief Financial Officer. Andrew is a graduate of Stetson University with majors in International Business and Finance. He also earned his MBA in International Business at Nova Southeastern University. Andrew holds the FINRA Series 7 and 66 securities registrations.


JAKE IVEY

INVESTMENT ADVISOR

Jake Ivey is an Investment Advisor for SAM Group. He is responsible for client relations, trading, fund research and is a member of the firm's Investment and Strategies Committee.

Jake earned a BS in Business Economics at Florida Atlantic University. While studying economics Jakes elected studies focused on Economic Methods and Applications. Jake holds the FINRA Series 7 and 66 securities registrations.


SUZIE KEENAN
 
SUZIE KEENAN

CLIENT SERVICES ASSOCIATE

Suzie Keenan is a Client Services Associate for SAM Group. She is responsible for assisting clients, reporting, correspondence and distributions. Suzie also works on our client database for the reporting programs and template management.

Suzie has a BA from Florida State University where she majored in Finance and minored in Economics.Suzie interned at Merrill Lynch and worked for Morgan Stanley before joining our team. Suzie is currently studying for her Series 7 securities registration.


STEPHANIE ODEN

STEPHANIE ODEN MARZUK

CLIENT SERVICES ASSOCIATE

Stephanie Oden Marzuk is a Client Services Associate for SAM Group. She is responsible for assisting clients, client reporting and correspondence. Stephanie also manages our client database for the reporting programs, coordinates client meetings and handles our company website.

Stephanie has a BA from Elon University where she majored in Strategic Communications and minored in Business Administration. She worked for the Boca Resort in corporate event management before joining our team.