Sam Gardiner is a Wealth Management Analyst in our Salt Lake office. In this role, he develops comprehensive financial plans, provides strategic investment recommendations, and conducts portfolio analyses to help clients achieve their financial goals.  He graduated Magna Cum Laude from the University of Utah in 2022 with a B.S. in Finance and was one of 22 students selected for the University’s Student Investment Fund.

Before joining our team, Sam worked at Grandeur Peak Global Advisors as an Equity Research Analyst (2019–2024), specializing in global healthcare and Japan/Korea small-cap equities.

Since 2022, he has served on the Midwest Regional Advisory Board for the Young Investors Society, promoting financial literacy for youth. Outside of work, Sam enjoys hockey, running marathons, and traveling with his wife and daughters.