Cima® Cfa® P. J. Gardner Cfp®

P. J. Gardner, CFA®, CFP®, CIMA®, is Principal and Co-Founder at AGW Capital Advisors in Tampa, FL, where he is responsible for the firm’s investment research and strategy, leads the investment committee, and manages key client relationships. His recent leadership emphasizes portfolio construction strategies that capitalize on normalized yields across fixed income markets, as well as risk-managed approaches to global equities and a disciplined response to market concentration in technology and U.S. markets.

Mr. Gardner’s investment expertise covers a broad range of asset classes, with specific focus on fixed income, global equities, and portfolio de-risking strategies—especially in response to changing interest rate environments and valuation disparities between major market sectors. He is also known for promoting diversification and identifying opportunities in both U.S. and international markets to mitigate risks from sector and geographic overconcentration.

Prior to co-founding AGW Capital Advisors in 2009, Gardner was a Senior Investment Consultant at CapTrust Advisors, LLC, where he advised institutional and high-net-worth investors. He holds an MBA and a BS in Finance from the University of Florida, and a degree from Sewanee: The University of the South, and is recognized for his work leading client-centric, conflict-free investment advisory practices grounded in rigorous research and strategic risk management.