Adam Gagas
Director/Board Member chez PATHFINDER BANCORP, INC.
Fortune : 2 M $ au 31/03/2024
Profil
Mr. Adam C.
Gagas is a Chief Investment Officer at Rockbridge Investment Management LLC, a Chief Executive Officer at Breakwall Asset Management LLC, a Chief Executive Officer at Disciplined Capital Management LLC, an Independent Director at Pathfinder Bancorp, Inc. and an Owner at Gagas Realty Corp.
He is on the Board of Directors at Pathfinder Bank, Oswego Health, Inc., Pathfinder Bancorp, Inc. and Riverside Cemetery of Oswego NY, Inc.
Prior to joining Rockbridge Investment Management in 2021, he 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.
He 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.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
PATHFINDER BANCORP, INC.
4,29% | 17/04/2024 | 201 052 ( 4,29% ) | 2 M $ | 31/03/2024 |
Postes actifs de Adam Gagas
| Sociétés | Poste | Début |
|---|---|---|
| PATHFINDER BANCORP, INC. | Director/Board Member | - |
Pathfinder Bank
 Pathfinder Bank Regional BanksFinance Pathfinder Bank engages in the operation of a commercial bank. It offers personal, business, municipal, investments, and insurance services. The company was founded on May 28, 1859 and is headquartered in Oswego, NY. | Director/Board Member | 17/03/2014 |
Breakwall Asset Management LLC
 Breakwall Asset Management LLC Investment ManagersFinance Breakwall Asset Management LLC provides investment advice. The private company is based in Oswego, NY. The company was founded by Adam Chris Gagas. Adam Chris Gagas has been the CEO since incorporation. | Chief Executive Officer | - |
| Gagas Realty Corp. | Corporate Officer/Principal | - |
| Riverside Cemetery of Oswego NY, Inc. | Director/Board Member | - |
| Disciplined Capital Management LLC | Chief Executive Officer | - |
Oswego Health, Inc.
 Oswego Health, Inc. Hospital/Nursing ManagementHealth Services Oswego Health, Inc. provides healthcare services. The non-profit company is based in Oswego, NY and has subsidiaries in the United States. Michael C. Backus has been the CEO of the company since 2020. | Director/Board Member | - |
Rockbridge Investment Management LLC
 Rockbridge Investment Management LLC Investment ManagersFinance Rockbridge Investment Management LLC (Rockbridge) is an independent, SEC-registered investment advisor headquartered in Syracuse, New York. Founded in 1997, Rockbridge provides investment management services to its clients on a discretionary and non-discretionary basis. | Chief Investment Officer | 01/01/2023 |
Anciens postes connus de Adam Gagas
| Sociétés | Poste | Fin |
|---|---|---|
| The Oswego Health Foundation, Inc. | President | - |
| ░░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
| ░░░░░░░░░░ ░░░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
| ░░░░░░ ░░░░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
Formation de Adam Gagas
| Hobart & William Smith Colleges | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| PATHFINDER BANCORP, INC. | Finance |
| Entreprise privées | 11 |
|---|---|
Pathfinder Bancorp, Inc. /Old/
 Pathfinder Bancorp, Inc. /Old/ Financial ConglomeratesFinance Pathfinder Bancorp, Inc. operates as a bank holding company, which through its subsidiary, Pathfinder Bank provides commercial banking services. The bank is primarily engaged in the business of attracting deposits from the general public in its market area, and investing such deposits, together with other sources of funds, in loans secured by one- to four-family residential real estate, commercial real estate, small business loans, and consumer loans. It invests a portion of its assets in securities issued by the U.S. Government and its agencies and sponsored enterprises, state and municipal obligations, corporate debt securities, mutual funds, and equity securities. The bank also invests in mortgage-backed securities primarily issued or guaranteed by U.S. Government sponsored enterprises. Pathfinder Bancorp was founded in 1995 and is headquartered in Oswego, NY. | Finance |
Pathfinder Bank
Pathfinder Bank Regional BanksFinance Pathfinder Bank engages in the operation of a commercial bank. It offers personal, business, municipal, investments, and insurance services. The company was founded on May 28, 1859 and is headquartered in Oswego, NY. | Finance |
Oswego Health, Inc.
Oswego Health, Inc. Hospital/Nursing ManagementHealth Services Oswego Health, Inc. provides healthcare services. The non-profit company is based in Oswego, NY and has subsidiaries in the United States. Michael C. Backus has been the CEO of the company since 2020. | Health Services |
Oswego Hospital
 Oswego Hospital Hospital/Nursing ManagementHealth Services Oswego Hospital provides health care services. Its services include audiology, behavioral, cancer, cardiology, emergency, speech therapy, surgical, and short-term rehabilitation. The company was founded in 1881 and is headquartered in Oswego, NY. | Health Services |
| Pathfinder Commercial Bank | Finance |
Rockbridge Investment Management LLC
Rockbridge Investment Management LLC Investment ManagersFinance Rockbridge Investment Management LLC (Rockbridge) is an independent, SEC-registered investment advisor headquartered in Syracuse, New York. Founded in 1997, Rockbridge provides investment management services to its clients on a discretionary and non-discretionary basis. | Finance |
Breakwall Asset Management LLC
Breakwall Asset Management LLC Investment ManagersFinance Breakwall Asset Management LLC provides investment advice. The private company is based in Oswego, NY. The company was founded by Adam Chris Gagas. Adam Chris Gagas has been the CEO since incorporation. | Finance |
| Riverside Cemetery of Oswego NY, Inc. | |
| The Oswego Health Foundation, Inc. | Miscellaneous |
| Disciplined Capital Management LLC | |
| Gagas Realty Corp. |
