Samantha Rathje, CPA, CFP®

Portfolio Analyst

Samantha Rathje serves Bridges Trust as a Client Portfolio Analyst, where she supports the Relationship Management and investment teams in the management of client portfolios and the delivery of coordinated financial services. In this role, Samantha contributes to portfolio reporting, financial analysis, and investment-related initiatives that help support thoughtful planning and long-term client relationships.

Samantha brings experience in financial analysis, accounting, and financial planning, providing a well-rounded perspective in supporting client portfolio oversight and investment coordination.

Samantha holds the Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®) designations. She earned a Bachelor of Arts from the University of Nebraska–Lincoln.