Sam Daybell

Sam Daybell is a Portfolio Analyst at DIVERSIFY WEALTH MANAGEMENT, LLC, based in Orem, Utah. He is responsible for supporting the asset management team in portfolio construction, performance analysis, and investment research, ensuring clients receive tailored and diversified investment solutions. His work focuses on equity and fixed income asset classes, with an emphasis on building portfolios that align with clients’ long-term financial goals and risk profiles.

Sam’s expertise spans across various sectors, including technology, healthcare, and consumer discretionary, where he conducts in-depth analysis to identify investment opportunities and monitor portfolio performance. He leverages both quantitative and qualitative methods to assess market trends and asset allocation strategies, contributing to the firm’s commitment to delivering value through a properly diversified approach.

Prior to his current role, Sam served as a Financial Planning Intern at DIVERSIFY WEALTH MANAGEMENT, LLC, where he gained hands-on experience in financial planning, client service, and investment analysis. He holds degrees from Utah Valley University and Snow College, which have equipped him with a strong foundation in finance and investment management. Sam’s contributions have supported the firm’s mission to improve clients’ financial lives through honest, independent, and client-focused wealth management services.