Gabriel Potter, AIFA®, MBA

Senior Market Analyst, OneDigital Retirement + Wealth

15 years of experience

About

Gabriel is a Senior Investment Research Associate at Westminster Consulting, a OneDigital Company, where he is responsible for designing strategic asset allocations and conducting proprietary market research.

Prior to joining Westminster, Gabriel worked as an Institutional Consulting Analyst with Graystone Consulting – the institutional business unit of Morgan Stanley Smith Barney.

Gabriel earned his M.B.A. with concentrations in Corporate Finance and Computers & Information Systems from the University of Rochester’s William E. Simon School of Business and his BA in Economics and a Certificate of Business Management from the University of Rochester. He currently holds a Series 66 license from the NASD and an Accredited Investment Fiduciary Analyst (AIFA®) designation from the Center of Fiduciary Studies.

Gabriel’s passion for his career comes from his love of problem-solving and strategizing, which translates into his personal interests, including tactical games. He also enjoys traveling and is involved in the Rochester Downtown Development Corporation. Gabriel resides in Rochester, New York with his wife Christina.

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