Categories: Insurance & Financial ServicesSubscriber Only

Rockbridge names chief investment officer

Adam C. Gagas

SYRACUSE — Rockbridge Investment Management announced it has appointed Adam C. Gagas as its chief investment officer. Gagas will also retain his role as managing director of institutional services at Rockbridge, which is an advisory firm based in Syracuse. Prior to joining Rockbridge Investment Management in 2021, Gagas held several positions in the financial sector. […]

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SYRACUSE — Rockbridge Investment Management announced it has appointed Adam C. Gagas as its chief investment officer.

Gagas will also retain his role as managing director of institutional services at Rockbridge, which is an advisory firm based in Syracuse.

Prior to joining Rockbridge Investment Management in 2021, Gagas held several positions in the financial sector. He served as the CEO of Disciplined Capital Management, LLC, an SEC registered investment advisory 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 work as an analyst on teams managing multi-billion-dollar portfolios at Skandia Asset Management and Principal Global Investors in New York City.

Gagas also serves as an adjunct instructor of corporate finance and portfolio management in the SUNY Oswego School of Business. 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.

Gagas earned a bachelor’s degree 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.

Journal Staff