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P.J. Gardner, CFA®, CFP®, is Principal and Co-Founder of AGW Capital Advisors in Tampa, Florida, where he leads the firm's investment research and strategy. He chairs the investment committee and manages significant client relationships, focusing on portfolio construction and asset allocation for institutions and high-net-worth individuals.

Gardner specializes in multi-asset investment strategies, with a particular emphasis on fixed income, equity diversification, and global markets. His recent guidance addresses bond market opportunities amid normalized yields and advocates diversification to mitigate concentration risks in overvalued U.S. technology sectors, highlighting the importance of global investment opportunities.

Before founding AGW Capital Advisors in 2009, Gardner was a Senior Investment Consultant at CapTrust Advisors. He holds an MBA and a BS in Finance from the University of Florida and a degree from Sewanee: The University of the South, underscoring his deep expertise in portfolio management, investment strategy, and client advisory. He is recognized for his leadership and contributions to investment industry thought leadership in risk-balanced portfolio construction and market analysis.