As the Chief Operating Officer (COO), Gary is responsible for the day-to-day management of SAM. He oversees all technology, finance, operational, human resources, and administrative areas of the firm while spearheading strategic initiatives to drive SAM’s performance and elevate the culture of the organization.
Prior to joining the SAM team, Gary spent over 25 years in the investment advisory space, recently as the Chief Operating Officer and Chief Compliance Officer for a Registered Investment Advisory firm. Gary also spent several years as a consultant and thought leader for an industry leading firm consulting to the investment advisory space, with a focus on operations, compliance, and business management.
Gary is dedicated to the financial advisory industry and has spoken at numerous conferences, served on a variety of panels, and has been a contributor to articles. He has vast expertise in many facets of running, managing, and growing an independent financial advisory firm.
Gary holds a Bachelor of Science from Purdue University where he majored in Financial Planning, and a Master of Science from the Keller Graduate School of Management in Accounting and Financial Management.