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Sam Gogel

Senior Manager of Data & Reporting

As the Senior Manager of Data and Reporting on the Finerty Team, Sam works to improve technical processes as well as create more inciteful and actionable reporting for the team and our clients. 

Sam earned his Finance and Banking degree from the University of Missouri-Columbia and MBA from Lindenwood University. He began his career in Operations at Scottrade before spending 11 years at a multi-family office in St. Louis. After this, Sam consulted individual UHNW/FO clients on technical challenges and data integrations as well as WealthTech companies building tools for Family Offices. 

Sam is from St. Louis. His wife works at WashU in the Psychology & Brain Sciences department. He has two kids. The Gogel’s enjoy spending time in their garden growing fruits and in the kitchen cooking their meager harvest. Sam also enjoys Mizzou sports, golfing, and watching EPL soccer on the weekend.  

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Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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