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Rockbridge Investment Management Employee Directory

Financial ServicesNew York, United States11-50 Employees

Rockbridge Investment Management operates in the financial services sector, offering wealth management to a select client base. The firm focuses on building and preserving wealth and aims to remove complexity from investing to support long-term success. It is based in Syracuse, New York, and maintains a relatively small team.

Its client base consists of individuals and families for whom the firm can have a meaningful impact through personalized guidance. A notable development in August 2023 was the appointment of Adam C. Gagas as Chief Investment Officer.

Find Rockbridge Investment Management employees' phone numbers or email addresses

Rockbridge Investment Management Global Highlights

Location
Employees

North America
38

Minus sign iconPlus sign icon
  • United States Of America
    38

Rockbridge Investment Management's Leadership

  • Stylized image of a person
    P. R.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. S.
    Chief Operating Officer / Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. R.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. E.
    Client Relations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. F.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Z. D.
    Financial Advisor
    Phone icon
    Mobile Phone

Rockbridge Investment Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Accounting
  • Administrative
  • Other

Contact profiles from Rockbridge Investment Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. R.
    Chief Executive Officer
    Phone icon
    Mobile Phone
    Feb 05, 2026
  • Stylized image of a person
    N. S.
    Chief Operating Officer / Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Dec 30, 2025
  • Stylized image of a person
    R. R.
    Chief Investment Officer
    Phone icon
    Mobile Phone
    Aug 02, 2024
  • Stylized image of a person
    K. M.
    Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 07, 2024
  • Stylized image of a person
    P. E.
    Client Relations Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 02, 2026
  • Stylized image of a person
    C. B.
    Principal
    Phone icon
    Mobile Phone
    United StatesNew York
    May 28, 2026
  • Stylized image of a person
    A. F.
    Principal
    Phone icon
    Mobile Phone
    United StatesNew York
    Nov 21, 2025
  • Stylized image of a person
    Z. D.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    May 28, 2026
  • Stylized image of a person
    D. C.
    Fee Only Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Jan 23, 2026
  • Stylized image of a person
    R. B.
    Client Services Associate
    Phone icon
    Mobile Phone
    United StatesNew York
    Dec 02, 2025

Frequently Asked Questions

What is Rockbridge Investment Management known for?

Minus sign iconPlus sign iconRockbridge Investment Management was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 220 South Warren Street 9th Floor Syracuse, New York 13202 United States; you can contact the main corporate office by phone at
+1-315-671-****
. Explore Rockbridge Investment Management's company overview page for more information.

What is Rockbridge Investment Management's most common email format?

Minus sign iconPlus sign iconRockbridge Investment Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Rockbridge Investment Management email formats with LeadIQ.

How many employees does Rockbridge Investment Management have currently?

Minus sign iconPlus sign iconRockbridge Investment Management has approximately 19 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Rockbridge Investment Management's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Rockbridge Investment Management's key employees include:

  • Chief Executive Officer: P. R.
  • Chief Operating Officer / Advisor: N. S.
  • Chief Investment Officer: R. R.
  • Manager: K. M.
  • Client Relations Manager: P. E.

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