About
Gabi
Gabi partners with nonprofit organizations, foundations, endowments, and other institutional clients, supporting portfolio reporting, account administration, and investment operations. She is dedicated to delivering exceptional service and helping organizations steward their assets in a way that supports their missions for years to come. She finds great fulfillment in working with organizations that strengthen their communities and create meaningful impact.
Before joining Focus in May 2026, Gabi worked as a Client Service Representative at Charles Schwab, where she gained valuable experience supporting investors and navigating complex account needs. She later joined Stifel as an Advisory Marketing Specialist, where she spent two years partnering with financial advisors to develop portfolio proposals, create client reporting materials, and educate advisors on a variety of advisory programs. These experiences helped provide her with a strong foundation in investment management, client service, and financial planning.
Education and Professional Milestones
-University of Illinois Urbana-Champaign - bachelor’s degree in economics and communications
-Holds Series 7, Series 63, and Series 65 licenses
Gabi partners with nonprofit organizations, foundations, endowments, and other institutional clients, supporting portfolio reporting, account administration, and investment operations. She is dedicated to delivering exceptional service and helping organizations steward their assets in a way that supports their missions for years to come. She finds great fulfillment in working with organizations that strengthen their communities and create meaningful impact.
Before joining Focus in May 2026, Gabi worked as a Client Service Representative at Charles Schwab, where she gained valuable experience supporting investors and navigating complex account needs. She later joined Stifel as an Advisory Marketing Specialist, where she spent two years partnering with financial advisors to develop portfolio proposals, create client reporting materials, and educate advisors on a variety of advisory programs. These experiences helped provide her with a strong foundation in investment management, client service, and financial planning.
Education and Professional Milestones
-University of Illinois Urbana-Champaign - bachelor’s degree in economics and communications
-Holds Series 7, Series 63, and Series 65 licenses