Gilbert previously worked on Wall Street at Bank of America Merrill Lynch and Bridgewater Associates. He also most recently worked as a Congressional legislative assistant for Representatives Richard Hanna and Elise Stefanik, per his LinkedIn page.
Gilbert has a bachelor’s degree in applied economics and management with a concentration in finance from Cornell University. He is also a graduate of Fayetteville-Manlius High School.
Syracuse–based Disciplined Capital Management is an independent registered investment advisor with nearly $500 million in assets under management, according to its website. The firm says it exclusively serves institutions, foundations, endowments, and not-for-profits. Its institutional clients include Elmcrest Children’s Center and Oswego Health.
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