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Gavin is an Associate Portfolio Manager at SAX Wealth Advisors, where his niche focus is trading, investment research, and working with advisors to implement strategic and tactical investment strategies. On a day-to-day basis, he is responsible for managing portfolio asset allocation across the firm’s entire book of business and conducting investment and market research. He is also a member of the Investment Policy Committee.

Prior to joining SAX Wealth Advisors, Gavin brought over 10 years of experience trading equities and fixed income for RIAs with assets under management ranging from $650 million to $850 million. He conducted fundamental and technical analysis on equities, ETFs, mutual funds, and fixed income as a member of the investment committee.