Gabe is a research analyst at Adviser. He is responsible for both fund and individual equityThe amount of money that would be returned to shareholders if a company’s assets were sold off and all its debt repaid. research. Prior to starting with Adviser in 2022, he worked as a fund accountant at Advent International, a global private equity firm.
Gabe received his B.S. in finance from Roger Williams University’s Gabelli School of Business. He is an avid sportsman and particularly enjoys lacrosse, golf and skiing.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC