Samuel Ogbonna

Samuel Ogbonna, CFP®, CPWA®, serves as Vice President and Financial Advisor at Private Capital Management, LLC, based in Dallas, Texas. In this capacity, he provides comprehensive wealth management and investment advisory services to high-net-worth individuals, families, and institutional clients. His responsibilities include constructing tailored investment portfolios, retirement planning, and holistic financial planning strategies to help clients achieve their financial goals.

With more than a decade of financial advisory experience, Mr. Ogbonna specializes in portfolio management across equities, fixed income, and alternative investments, while also offering guidance on tax and estate planning. He is actively involved in advising clients on strategies suitable for both public and private market investments, with a particular focus on asset allocation and risk management for affluent clients.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®), Samuel Ogbonna is recognized for his expertise in advanced wealth management and private client services. He is noted for his in-depth understanding of complex financial instruments and his commitment to fiduciary standards, contributing to the firm's reputation for trust and client-centric advice within the investment management sector.