Sam Gogel

Contractor - Wealth Ops SME at InfoGrate Wealth

Sam Gogel is an accomplished professional with extensive experience in wealth management and data solutions. As the Founder and President of G4 Data Solutions since March 2023, Sam consults investment firms and ultra-high-net-worth (UHNW) individuals on data integrations and WealthTech solutions. In addition, Sam serves as a Contractor - Wealth Operations Subject-Matter Expert at InfoGrate Wealth, collaborating with Family Offices on project planning and technology implementation. Previously, from 2012 to 2023, Sam held the position of Manager at St. Louis Trust & Family Office, where responsibilities included operations, client service, and managing the Data & Reporting Team. Early career experience includes working as a Margin Associate at Scottrade in 2011-2012. Sam holds a Bachelor’s degree in Finance & Banking from the University of Missouri Trulaske College of Business and an MBA from Lindenwood University.

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