Awma Samuel Ogbonna

Awma Samuel Ogbonna is Vice President at Private Capital Management, LLC, based in Dallas, Texas, where he serves as a Financial Advisor. In this capacity, he focuses on providing discretionary investment management, wealth planning, and tailored advisory solutions for high-net-worth individuals and families. His expertise encompasses asset allocation, portfolio construction, and risk management across equities, fixed income, and alternative investments.

Prior to joining Private Capital Management, Samuel Ogbonna held the role of Financial Advisor in Wealth Management at UBS Financial Services Inc., where he specialized in developing comprehensive financial plans and advising clients on multi-asset investment strategies (2017-2021). He is adept in advising clients through market transitions and complex financial decisions, leveraging experience in the private wealth sector and investment advisory services.

Ogbonna holds degrees from Southern Methodist University and Sam Houston State University, with formal academic training in Business Administration and Business Finance. He is recognized as a CFP® and CPWA® professional, reflecting his advanced credentials in financial planning and wealth management. His career is marked by a commitment to fiduciary client service and expertise in strategic asset management, including public and private market investments.