Insight Wealth Strategies, San Ramon, Calif., has added four employees.
Carl Gabler, Dragos Georgescu, Angelius Knox have joined the firm from Insight Capital Research and Management (ICRM), an advisory firm based in Walnut Creek.
Georgescu will be a portfolio manager and will oversee equity and ETF portfolio models. He has nearly 13 years experience in portfolio management, equity analysis, and managing equity growth for high-net-worth clients. Gabler joins as head of portfolio execution. He has 22 years of experience with ICRM and was head trader for the last seven years. He began his career in portfolio accounting and client servicing before moving to trading in 1997.
Knox will serve as Insight’s finance associate and will oversee accounting and billing responsibilities. She spent the last 27 years of her career at ICRM and oversaw the company’s accounts receivables, accounts payable, payroll, billing, budgets and financial audits.
Kim Conley has been hired as Insight’s head of people and will be leading the human resources and operations functions for the company. She has seven years of experience in the insurance industry and will lead all people-related aspects of the business. This includes recruiting, operations, employee experience and growth.