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Private Client Group

CORIE GABRIEL

Investment Counselor, Private Client Group
cgabriel@rooseveltinvestments.com

Corie Gabriel joined Roosevelt Investments in 2008 as an Investment Counselor in the Private Client Group. Mr. Gabriel acts as a primary point of contact to the firm's individual investor clientele, responsible for all facets of client service. Prior to joining Roosevelt, Mr. Gabriel was a Senior Relationship Manager at Fisher Investments. He was also formerly a Financial Advisor and Retirement Planning Specialist at Morgan Stanley and Wachovia Securities, respectively. Mr. Gabriel earned a BS in Financial Services from The Pennsylvania State University.

TIM HERMANN, CFP®

Investment Counselor, Private Client Group
thermann@rooseveltinvestments.com

Tim Hermann joined Roosevelt Investments in 2009 as an Investment Counselor in the Private Client Group. Mr. Hermann acts as a primary point of contact to the firm's individual investor clientele, responsible for all facets of client service. Prior to joining Roosevelt, Mr. Hermann was a Senior Relationship Manager at Fisher Investments and was also formerly an Associate and Investment Banking Analyst at JPMorgan Chase & Co. Mr. Hermann earned a BS in Applied Economics and Management from Cornell University. Mr. Hermann is a Certified Financial Planner™ professional.

The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages domestic equity, international equity, domestic fixed income, global fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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