Wednesday, July 24, 2024

Rockbridge Names Adam C. Gagas as Chief Investment Officer

Rockbridge Investment Management is pleased to announce the appointment of Adam C. Gagas as its Chief Investment Officer. Adam will retain his role as Managing Director, Institutional Services, at Rockbridge as well. With an impressive background in finance and extensive experience in the investment industry, Adam brings a wealth of knowledge and expertise to his new role. 

Prior to joining Rockbridge Investment Management in 2021, Adam held several distinguished positions in the financial sector. He served as the CEO of Disciplined Capital Management, LLC, an SEC-registered investment advisor firm, and as the founder and CEO of Breakwall Asset Management, LLC, a New York State registered investment advisor located in Oswego. His career also includes valuable contributions as an analyst on teams managing multi-billion-dollar portfolios at Skandia Asset Management and Principal Global Investors in New York City.

Adam's expertise extends beyond the United States, as he was awarded an Alfa Fellowship that led him to complete a yearlong professional placement as an institutional investment analyst at Alfa Capital in Moscow, Russia. 

As an adjunct instructor of Corporate Finance and Portfolio Management at the SUNY Oswego School of Business, Adam has demonstrated his commitment to education and fostering the growth of future financial professionals.

Notably, Adam has actively engaged with the community, serving as a past Chairman of the Board of Oswego Health and past President of the Oswego Health Foundation. He currently serves as a board member of Pathfinder Bank, Oswego Health, the Phi Sigma Kappa National Educational Foundation, and Oswego's historic Riverside Cemetery.

Adam earned a BA from Hobart College with majors in Economics and Russian Studies and an MBA with a concentration in Finance from the Leonard N. Stern School of Business at New York University.

Rockbridge Investment Management is confident that Adam's vast experience in finance, particularly in public companies, will provide invaluable insights to our team. His leadership and expertise will undoubtedly enhance our ability to deliver exceptional investment solutions to our valued clients.

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About Rockbridge:

Rockbridge Investment Management is a leading investment advisory firm based in Syracuse, NY. Committed to delivering tailored and innovative investment strategies, Rockbridge serves a diverse clientele and remains dedicated to achieving clients' financial goals.

Contact Information:
Patrick Rohe
Chief Executive Officer
[email protected]
315-671-0588


Original Source: Rockbridge Names Adam C. Gagas as Chief Investment Officer
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