Broker Check
 
 
Samir Gautam

Samir Gautam, Managing Director for Caritas Financial, works closely with all divisions of the company to coordinate and engage the resources of the firm with each Caritas Financial client. 

Samir began his financial services career in 1988 and brings experience from JP Morgan, Charles Schwab, Bank of  America, and US Trust before joining Caritas Financial in 2015.  He has held senior leadership positions in the banking industry and business development positions with wealth management companies.

Samir graduated from Dyke College and received his MBA from the Weatherhead School of Management in 1997.  He is also active in the community and serves as trustee of Geauga Credit Union, Kent State University Diversity and Inclusion Advisory Board, member of Crain’s Cleveland Business Advisory Board for minority owned businesses, and a special planning committee member at The Maltz Museum of Jewish Heritage. Previously, he served on the boards of Cleveland Council on World Affairs, Harris School of Public Policy at The University of Chicago; Harris Theater; Center for Families and Children; The Diversity Center and Shoes and Clothes for Kids. He is also a graduate of Leadership Geauga, Class of 2016.