Institutional investor with international CV is named CEO of Disciplined Capital Management
- Disciplined Capital Management appoints Adam Gagas as president and CEO.
- Gagas will handle strategic planning and daily management, retaining client responsibilities.
- Ryan, CIO, will focus on investments while maintaining client contact.
- DCM formalizes roles to enhance competitiveness in the institutional RIA space.
A Syracuse, N.Y.-based institutional RIA with $550-million of AUM has elevated Adam Gagas from principal to the newly created roles of president and CEO.
Disciplined Capital Management LLC advises portfolios strictly for institutions, which includes foundations, endowments and not-for-profits. It was founded in 1991 as RJR Associates Inc.
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Gagas has worked for multibillion-dollar mutual funds based in New York and also in Moscow in the former Soviet Union, where he analyzed investments in emerging markets. Now his job will be to make a small firm in upstate New York competitive in the slim-margin field. DCM typically undercharges competitors according to charts on its website.
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Effective Jan. 1, Gagas' new responsibilities will include strategic planning and day-to-day management for DCM while also retaining client portfolio and relationship responsibilities.
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Chief investment officer Bob Ryan will now concentrate more closely on that role while remaining the primary contact on many client relationships.
“Our new titles are really just formalizing the roles that each of us has fulfilled since forming Disciplined Capital Management in 2015," Ryan says in a statement. "The past two-and-a-half years that Adam and I have worked together have given him the opportunity to further refine his already strong leadership skills, work with our growing client base, and utilize his strategic vision to build an even stronger DCM,"
Gagas is a graduate of Hobart College with a BA in economics and Russian studies. He is an alumnus of the New York University Leonard N. Stern School of Business, where he earned an MBA with a concentration in Finance. Currently, he is a visiting adjunct instructor of finance at the SUNY Oswego School of Business.
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