Samantha Karoly
Samantha Karoly is a Senior Operations Lead in Institutional Services at Clearstead, where she has been a dedicated team member for nearly four years. Based in Cleveland, Ohio, Samantha’s journey at Clearstead reflects a remarkable trajectory of growth—from her start as an Administrative Assistant to her current leadership role— and is currently leading key client service teams and operational initiatives.
With an education in Business Administration and Management, Samantha combines her educational background with real-world experience in operations and client services to streamline processes, elevate client service, and supporting the firm's commitment to delivering excellent service and strategic financial solutions for high-net-worth clients. She is recognized not only for her professional achievements but also for her role in empowering women in the workplace, recently being honored as one of Clearstead’s Women of the Year.
Samantha is an active voice in industry conversations and a committed community advocate, regularly participating in events and volunteer programs that reflect her dedication to personal growth, professional excellence, and making a meaningful impact beyond the workplace.
What advice would you give to young women entering your industry?
When the road gets tough, don’t retreat—rise. Challenges aren’t roadblocks; they’re steppingstones to growth. Let adversity fuel your ambition and transform obstacles into opportunities.