Based in Miami, Lonnie Ogulnick is an established entrepreneur who founded and serves as CEO of Gordon Wealth and has a market-beating approach to growing client assets. A tactical and strategic money manager, he seeks out sustained opportunities in alternative investments. He is certified in behavioral finance and blockchain technology. Lonnie Ogulnick also maintains a license as a real estate insurance broker and delivers recommendations tailored to clients’ specific life stages.
Mr. Ogulnick encapsulates his opportunity-maximizing approach to business and life in his book, The Heart of a Beast - Surviving in the Lone Wolf Economy (Lioncrest Publishing). Recognizing the winner-take-all reality of contemporary society, he emphasizes the importance of unleashing directed, goal-focused energy, rather than settling for mediocrity. His lessons apply beyond the boardroom to the spiritual, social, and physical aspects of life.
A business economics graduate of the State University of New York at Oneonta, Mr. Ogulnick began his career on Wall Street with Ladenburg Thalmann & Co. As managing director and office sales manager, he oversaw 300-plus producers responsible for managing $500 million in assets. Lonnie Ogulnick has a background in sports and fitness extending back to high school and was an all-conference soccer player and two-time all-county wrestler.