Insight Wealth Strategies, San Ramon, CA, is pleased to announce the recent addition of four new members to the Insight team. Carl Gabler, Dragos Georgescu and Angelius Knox have joined the team from Insight Capital Research and Management (ICRM), an advisory firm based in Walnut Creek.
Dragos and Carl will join the new investment strategy team at Insight and will focus on Insight’s growth equity portfolios, custom strategies and will enhance the equity strategies available to clients. They will also focus on sophisticated stock option modeling strategies to help clients with their stock options.
Dragos has been brought on as a Portfolio Manager and will oversee Insight’s equity and ETF portfolio models. He has master’s degrees in Finance and Economics and has extensive experience in the investment industry with almost 13 years in portfolio management and equity analysis. His experience includes covering equity research for institutional investors and managing growth equity portfolios for high net worth individuals and institutions.
At ICRM, Dragos successfully managed a range of growth portfolios focused on US equities. This included Large Cap Growth, Small Cap Growth, Small-Mid Cap Growth, All Cap Growth and Concentrated Growth. He also put together customized investment portfolios for clients that included equity, fixed income and ETF solutions.
Carl has taken on the role of Head of Portfolio Execution and will oversee trade execution for Insight’s equity portfolios. With 22 years of experience at ICRM, he started in Portfolio Accounting and Client Servicing and moved to trading in 1997. He was the head trader at ICRM for the last seven years.
At one point, ICRM had more than $4 billion of assets under management. For 2017, the team outperformed most of their benchmarks and continued to deliver an enhanced return for their clients.
Insight Wealth Strategies founder and Managing Partner David Chazin said the addition of the ICRM team, who collectively have more than 35 years of industry experience, adds to an already strong investment group and brings a new dynamic to the company.
“We are excited to bring Carl and Dragos on board to focus solely on research, investment management and proprietary portfolios,” he said. “The addition of this team not only adds invaluable experience to Insight Wealth Strategies, it will also help us reduce internal portfolio expenses and pass those lower costs on to our clients.”
The investment strategy team will continue to research and implement a wide range of investment solutions to address the specific needs of Insight clients.
“Bringing in a talented team that has successfully worked together during the past several years will not only help us provide the highest quality service to our clients, but it will also help us maintain a sense of continuity for the ICRM clients who will also be joining us,” David Chazin said.
Angelius will be Insight’s Finance Associate and will oversee all the accounting and billing responsibilities. She spent the past 27 years at ICRM and was in charge of the company’s accounts receivables, accounts payable, payroll, billing, budgets and financial audits.
In addition, Kim Conley has been hired as Insight’s Head of People and will be leading the Human Resources and Operations functions for the company. With seven years of experience in the insurance industry and two years leading the HR/Ops function at tech startup DealDash, she will lead the people-related aspects of the business, including recruiting, operations, employee experience and growth.