Meet our team

Working with a planner is a very personal relationship. You want to work with someone who puts you first.

At Roosevelt Wealth Management, we are proud of our history of serving some of America’s most prominent families and individuals.

We appreciate the privilege entrusted to us by our clients to manage their hard-earned wealth. As a privately held, unaffiliated boutique financial advisory firm, our interests are aligned with our clients. We embrace the importance of capital protection and strive to provide a variety of proprietary investment strategies that can deliver diversification and insulation from downside market volatility.

The CFP® mark helps consumers identify financial planners who are committed to competent and ethical behavior when providing financial planning services. We are not associated with a brokerage firm and we do not sell investment products or receive brokerage commissions. We are required to maintain technical competence and fulfill ethical obligations through continuing education studies. We are also on the Executive Committee of the Financial Planning Association of New York and adhere to that standard of care for our clients. The FPA believes that all financial planning services should be delivered in accordance with the following statements:

  • put the client's best interests first

  • act with due care and in utmost good faith

  • do not mislead clients

  • provide full and fair disclosure of all material facts

  • disclose and fairly manage all material conflicts of interest

Corie Gabriel

Corie Gabriel joined Roosevelt Investments in 2008 and is the Director of 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®, CExP™

Tim Hermann joined Roosevelt Investments in 2009 and is a Vice President and Senior Investment Counselor. 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™ and Certified Exit Planner.

sEAN SOKOLOWSKI

Sean Sokolowski joined Roosevelt Investments in 2014 as an Investment Counselor in the Private Client Group. Mr. Sokolowski 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. Sokolowski was an Assistant Vice President and Senior Regional Consultant at AllianceBernstein. He earned his BS in Finance from the University of Delaware and currently holds his series 7 and 66 licenses.

VICTORIA fILLEt,CFP®

Victoria Fillet joined Roosevelt Investments in 2018 as a Financial Planner with Roosevelt’s Private Client Group. Prior to joining Roosevelt, Victoria served as Managing Partner of Blueprint Financial Planning, LLC, and as Partner for Value Architects Asset Management, LLC. Victoria earned a BS from Fordham University with a concentration in Economics and Finance, and holds the Certified Financial Planner® (CFP) designation.