Meet Sam Applegate.

Sam Applegate, Client Success Associate, joined New Covenant Trust Company in May 2026 after interning with the organization during the summer of 2024. Sam works closely with the Trust, Client Engagement, and Investment Teams to support client service, transaction processing, and account administration. His responsibilities include preparing client materials, supporting investment reporting and onboarding processes, and helping ensure accurate and timely execution of client requests. He holds a B.S. in Economics from Purdue University’s Daniels School of Business.