Leadership Team

Experienced, deliberate investment managers.

Orange Investment Advisors is composed of more than 20 investment and operational professionals. Each member of our team is guided by the same philosophy:
Deliberate investing. Intentional value.

Samantha Booth, CIMA® CRPC®

Assistant Vice President & Portfolio Manager

Background Information

Samantha Booth joined Orange Investment Advisors 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.

Education & Training

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
Business Experience

Orange Investment Advisors 2/2022 – Present

  • Portfolio Manager

Merrill Lynch 12/2018 – 2/2022

  • Investment Management Specialist
Notable Memberships
  • HIVA’s Investment Policy Committee
  • Investment and Wealth Institute
  • Background Information

    Samantha Booth joined Orange Investment Advisors 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.

  • Education & Training

    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
  • Business Experience

    Orange Investment Advisors 2/2022 – Present

    • Portfolio Manager

    Merrill Lynch 12/2018 – 2/2022

    • Investment Management Specialist
  • Notable Memberships
    • HIVA’s Investment Policy Committee
    • Investment and Wealth Institute