Sam Gordon is an investment and insurance specialist, advising individual and corporate clients in strategies to enhance asset growth, and better serve their risk management ambitions. He graduated from Lehigh University in 2015, with a double major in Finance and Marketing. Now holding Series 7 & 66 licenses, as well as pursuing his Chartered Financial Analyst (CFA) designation, his efforts to help others better achieve their financial ambitions have expanded under the experienced mentorship of the Fortis Lux family.

Sam began his career in financial services with a boutique equity research firm, building institutional investment portfolios using fundamental and sub-industry level analysis. The passing of legislation further regulating how portfolio managers acquired equity research, pointed him to a more fulfilling path; helping individuals and corporations build wealth and manage risk efficiently.

His time serving as a combat paratrooper in the Israel Defense Force (IDF) helped to solidify Sam's focus and drive to improving the lives of each client he speaks with. He currently resides in Brooklyn with his fiance Emily, enjoying travel, concerts, puzzles, pickleball, and trying their hand at recreating their favorite restaurant recipes.

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