ethan gilbert

How I got here:

“After graduating from Cornell University, I worked in finance in New York City at Bank of America and Bridgewater Associates. After several years away from home, I knew I wanted to end up in Central New York and wanted my work to involve helping individuals and families. I was attracted to Rockbridge because of a shared investment philosophy and the appeal of the fee-only business model and how it aligns well with serving our clients’ best interests.”

Favorite part of the job:

“I enjoy the challenge of constantly examining our investment approach and making sure it continues to be as efficient as possible. The relentless pursuit of ways to bring more value to our clients is fun and fulfilling.”

Education:

CERTIFIED FINANCIAL PLANNER®, (CFP®)
Applied Economics and Management (B.S.), Cornell University
CFA

Beneath the surface:

Ethan enjoys golfing, and hiking with his dog around CNY and the Adirondacks. On Mondays in the fall, you can predict his mood based on how the Buffalo Bills, SU Orange, and FM Hornets football teams fared over the weekend. He also enjoys reading and is always up for a game of chess. And Ethan is a world-renowned YouTube sensation for his viral video “What You Know About Math” which has over 4,000,000 views. His stardom has since faded but he still enjoys math:

Contact:

Call 315-671-1931 or email egilbert@rockbridgeinvest.com.

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting