Adam Gagas

Adam Gagas

Director/Board Member at PATHFINDER BANCORP, INC.

Net worth: 2 M $ as of 2024-03-30

53 year
Finance
Consumer Services
Health Services

Profile

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.

Known holdings in public companies

CompanyDateNumber of sharesValuationValuation date
2023-05-07 186,529 ( 3.98% ) 2 M $ 2024-03-30

Adam Gagas active positions

CompaniesPositionStart
PATHFINDER BANCORP, INC. Director/Board Member -
Director/Board Member 2014-03-16
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 -
Director/Board Member -
Chief Investment Officer 2022-12-31
All active positions of Adam Gagas

Former positions of Adam Gagas

CompaniesPositionEnd
The Oswego Health Foundation, Inc. President -
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See the detail of Adam Gagas's experience

Training of Adam Gagas

Hobart & William Smith Colleges Undergraduate Degree
The Leonard N Stern School of Business Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Adam Gagas's experience

Connections

35

1st degree connections

14

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Listed companies1
PATHFINDER BANCORP, INC.

Finance

Private companies11

Finance

Finance

Health Services

Health Services

Pathfinder Commercial Bank

Finance

Finance

Finance

Riverside Cemetery of Oswego NY, Inc.

The Oswego Health Foundation, Inc.

Miscellaneous

Disciplined Capital Management LLC

Gagas Realty Corp.

See company connections