Corie Gabriel
Corie focuses on guiding clients and their families in the areas of personal planning to help them accomplish their long-term goals. In addition to his work with individual families, Corie specializes in helping funeral service professionals manage their business investments in conjunction with their long-term personal planning. Corie regularly provides speaking engagements and authors articles on the topics of investment management and retirement planning. He actively participates in many state, regional, and national groups related to investment management and funeral service.
Prior to joining ACM, Corie spent the past 15 years leading Wealth Management at Roosevelt Investments, a registered investment advisory firm based in New York City. He also held roles as a Senior Relationship Manager at Fisher Investments in the San Francisco Bay Area and as a Financial Advisor and Retirement Planning Specialist at Morgan Stanley and Wachovia Securities in the Philadelphia Metro Area.
Corie was born and raised in Philadelphia, PA, and is a graduate of The Pennsylvania State University. He currently resides in Hoboken, NJ, with his wife, son, and two dogs. He dedicates his time to his family and friends and enjoys watching his son play competitive soccer across the country. He is also a passionate Philadelphia sports fan.
