As a Managing Director in Pathstone’s Washington, D.C. office, Gabe is responsible for advising families on a variety of wealth management issues including investment management, trust and estate planning, income taxes, and education for the next generation. He also serves as the team leader to other advisors in the D.C. office, ensuring the successful delivery of wealth advisory services to clients while managing, mentoring, and assisting junior advisors towards reaching their own professional goals.
Gabe’s disciplined nature and eye for detail help to ensure an exceptional and consistent client service experience. He holds himself to high standards for client care, working closely with his clients’ external advisors to ease any client burden. He also seeks to bring a personal understanding to each client relationship in order to help clients make insightful decisions when difficult times arise. This unique quality serves Gabe well as he customizes financial solutions, which are thoughtfully designed to meet clients’ individual needs and family wealth objectives.
Prior to joining Pathstone, Gabe was a Managing Director at Convergent Wealth Advisors, where he served as the main point of contact to many of the more complex client relationships and was a critical resource to mentoring junior colleagues. Prior to Convergent, Gabe spent four years at T. Rowe Price as an advisor to their high net worth individuals. In that role, he delivered personalized advice and solutions based on each client’s specific financial goals. In addition, he was responsible for the professional development of fellow advisors through coaching and collaborative discussions.
Gabe graduated cum laude from the University of Baltimore’s Merrick School of Business earning a Master’s degree in Finance. He is a Certified Financial Planner™ and holds the Certified Investment Management Analyst® designation that is administered by the Investment Management Consultants AssociationSM and taught in conjunction with The Wharton School at University of Pennsylvania. Gabe also passed the Financial Industry Regulatory Authority (FINRA) Series 66 exam.
Gabe is a loving husband and father of two daughters. In his spare time he is passionate about fitness training and spending time outdoors with his family and friends.