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Samantha Schoen

Investor

Next Head of the Client Platform at Wellington Management

Greater Boston

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About

Named as the next Head of the Client Platform, succeeding Steve Klar.

Experience

  1. Wellington ManagementHead of the Client Platformcurrent2026 — presentBoston, MA
  2. Morgan StanleyHead of Nth America Institutional Distribution and Global Head of Consultant Relations2025 — 2026New York, New York, United States
  3. Morgan StanleyManaging Director, Co Head of North America Institutional Distribution2022 — 2025New York City Metropolitan Area
  4. Morgan Stanley Investment ManagementManaging Director, Global Head of Consultant Relations and Head of North America Institutional Sales2020 — 2022New York, United States
  5. Morgan Stanley Investment ManagementManaging Director, Global Head of Consultant Relations2018 — 2022New York, United States
  6. Morgan Stanley Investment ManagemenManaging Director, Co-Head EMEA Consultant Relations2017 — 2018London, England, United Kingdom
  7. Morgan Stanley Investment ManagementExecutive Director, Co-Head EMEA Consultant Relations2010 — 2016London, England, United Kingdom
  8. Morgan StanleyVice President, Head of EMEA Marketing Communications2008 — 2010London, England, United Kingdom
  9. Morgan StanleyMarketing - Product Specialist2007 — 2008London, England, United Kingdom
  10. SuncorpInvestment Product Manager2005 — 2007Brisbane, Queensland, Australia
  11. SuncorpLawyer, Regulatory Compliance2003 — 2005
  12. Mallesons Stephen JacquesLawyer2002 — 2003Brisbane, Queensland, Australia

Skills & more

Asset Managment1Hedge Funds3Asset Management4Wealth Management1Strategic Financial Planning1Investment Strategies1Portfolio ManagementInvestment Management1Mutual Funds2Alternative Investments3Asset AllocationFixed Income1
+2 moreInvestmentsFinancial Planning

From Samantha's professional profile.

Colleagues at Wellington Management

Alan Hsu
Portfolio Manager at Wellington Management
Alex Behm
Secondaries lead, Venture Growth Evergreen platform at Wellington Management
Alyssa Irving
Investor at Wellington Management
Andreas Etten
Investment Team at 10x Founders
Andrew Heiskell
Investor at Wellington Management
Anna Lunden
Equity Portfolio Manager, EMEA DE&I Committee – Chair at Wellington Management
Brian Sapp
Managing Director at Runway Growth Capital
Campe Goodman
Fixed Income Portfolio Manager at Wellington Management

Frequently asked questions

Who is Samantha Schoen?
Named as the next Head of the Client Platform, succeeding Steve Klar.
Where does Samantha Schoen work?
Samantha Schoen is Next Head of the Client Platform at Wellington Management.
Where did Samantha Schoen go to school?
Samantha Schoen studied at Securities Institute (Finsia) (Grad Dip of Applied Finance and Investments); College of Law (Post Graduate Diploma in Legal Practice); Queensland University of Technology (Bachelor of Business (Distinction); Bachelor of Laws (Hons)).

Same school

Shared employers