Select Asset Management & Trust
Highly Engaged Employees

Q: What is Select Asset Management & Trust's official website?

Select Asset Management & Trust's official website is www.samtrust.net

Q: What is Select Asset Management & Trust's Revenue?

Select Asset Management & Trust's revenue is <$5 Million

Q: What is Select Asset Management & Trust's SIC code?

Select Asset Management & Trust's SIC: 62,628

Q: What is Select Asset Management & Trust's NAICS code?

Select Asset Management & Trust's NAICS: 52,523

Q: How many employees does Select Asset Management & Trust have?

Select Asset Management & Trust has 11-50 employees

Q: What industry does Select Asset Management & Trust belong to?

Select Asset Management & Trust is in the industry of: Finance , Securities Trading

Q: What is Select Asset Management & Trust competition?

Select Asset Management & Trust top competitors include: Gateway Investment Management Services , Pillar Wealth Management , Core Advisors , Dynamic Wealth Solutions

Q: What technology does Select Asset Management & Trust use?

Some of the popular technologies that Select Asset Management & Trust uses are: WordPress.org, PHP, Cloudflare Website Optimization, Barracuda Networks

Q: Who is the CFO of Select Asset Management & Trust?

Select Asset Management & Trust's CFO is Justin Long

Q: How do I contact Select Asset Management & Trust?

Select Asset Management & Trust contact info: Phone number: (717) 972-1300 Website: www.samtrust.net

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

4732 Gettysburg Rd # 302, Mechanicsburg,...

Phone Number

(717) 972-1300

Website

www.samtrust.net

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Select Asset Management & Trust

Select Asset Management & Trust is a boutique asset management firm that offers a comprehensive suite of financial services, including investment management, trust and estate planning, and private banking. They specialize in creating customized portfolios aimed at preserving capital and achieving client goals. The firm is independent and privately owned, emphasizing integrity and personalized service in their client relationships. Their intended clients include individuals, families, and institutions seeking tailored financial solutions.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Select Asset Management & Trust Org Chart

Joseph Guerrisi

President & Chief Executive Officer

Phone

Justin Long

Chief Financial Officer

Phone

Joseph Braun

President

Phone

John Ortenzio

President

Phone

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Tyson Fraker

Controller

Phone

Vice President & Controller

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Select Asset Management &...

<$5M

11-50

Private

2005

Joseph GuerrisiPresident & CEO

Gateway Investment Manage...

$6.2M

11-50

Private

Haider BangashCEO

Dynamic Wealth Solutions

$5M

1-10

Private

2014

Timothy HookerCo-Founder & Manager, Private Wealth

Latitude Capital Partners

<$5M

11-50

Private

2005

Akhil SinghalChief Investment Officer

Money Manager

<$5M

11-50

Private

1999

Daniel PikulaPresident

Core Advisors

<$5M

1-10

Private

Angie LohCEO & Founder

Pillar Wealth Management

<$5M

1-10

Private

2008

N/A

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Select Asset Management & Trust Tech Stack

A closer look at the technologies used by Select Asset Management & Trust

WordPress.org

Automattic

PHP

Cloudflare Website Optimization

Cloudflare

Barracuda Networks

See more technologies

Top Finance Companies

Frequently Asked Questions Regarding Select Asset Management & Trust

What is Select Asset Management & Trust's official website?

Select Asset Management & Trust's official website is www.samtrust.net

What is Select Asset Management & Trust's Revenue?

Select Asset Management & Trust's revenue is <$5 Million

What is Select Asset Management & Trust's SIC code?

Select Asset Management & Trust's SIC: 62,628

What is Select Asset Management & Trust's NAICS code?

Select Asset Management & Trust's NAICS: 52,523

How many employees does Select Asset Management & Trust have?

Select Asset Management & Trust has 11-50 employees

What industry does Select Asset Management & Trust belong to?

Select Asset Management & Trust is in the industry of: Finance, Securities Trading

What is Select Asset Management & Trust competition?

Select Asset Management & Trust top competitors include: Gateway Investment Management Services, Pillar Wealth Management, Core Advisors, Dynamic Wealth Solutions

What technology does Select Asset Management & Trust use?

Some of the popular technologies that Select Asset Management & Trust uses are: WordPress.org, PHP, Cloudflare Website Optimization, Barracuda Networks

Who is the CFO of Select Asset Management & Trust?

Select Asset Management & Trust's CFO is Justin Long

How do I contact Select Asset Management & Trust?

Select Asset Management & Trust contact info: Phone number: (717) 972-1300 Website: www.samtrust.net

What does Select Asset Management & Trust do?

What are Select Asset Management & Trust social media links?

Select Asset Management & Trust Linkedin page

Is Select Asset Management & Trust a public company?

Select Asset Management & Trust is private company therefore does not currently have an official ticker symbol

See more information about Select Asset Management & Trust

Select Asset Management & Trust Latest Hires and Their Positions

Select Asset Management & Trust is expanding and recently hired new employees. Here are the latest additions to the team.

Holly Ragan

Account Operations Associate

Joined Feb 18, 2026

Phone

Whitney Marshall

Senior Account Operations Specialist

Joined Feb 18, 2026

Phone

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