Ethan Gilbert (CFA, CFP®)

Ethan Gilbert focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Tax Planning

Additional Information

Prior Experience: 

  • Treasury Bond Trading at Bank of America
  • Trading Analyst at Bridgewater Associates
  • Economic and Tax analyst on Capital Hill in the House of Representatives


  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)


  • B.S. in Finance from Cornell University 


  • e-mail:
  • Phone: 315-671-0588 x 234

NAPFA Start Date

August 29, 2018


This Office

220 S Warren St Fl 9 Syracuse, NY 13202-1690 Phone: (315) 671-0588 X222