John Gabriel, MBA, CFP® in

John Gabriel, MBA, CFP®

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Principal Strategic Relationship Manager at Pontera
📍 New York City Metropolitan Area, United States

John Gabriel is a senior business development and strategic partnerships leader at Pontera with over 25 years of experience in wealth management. He specializes in helping RIAs and fintech platforms accelerate growth by aligning business strategy with technology. He holds an MBA from the University of Colorado Denver and Series 7, 63, and 65 licenses.

John holds a K-12 Educational Certificate, a unique qualification for a financial services executive.

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Experience
25 Years
Current Role
Principal Strategic Relationship Manager
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics John cares about

Wealth Management Tech
His career focuses on providing financial advisors with technology-driven solutions to enhance portfolio management and strengthen client relationships at firms like Pontera and Vise.
RIA Business Growth
He has extensive experience consulting with Registered Investment Advisors to help them grow, evolve their firms, and scale their enterprise value.
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Career

Work history

5-2025
Principal Strategic Relationship Manager
Pontera
8-2024 - 4-2025
President, Consulting Engagements
Gabriel Consulting Group
6-2023 - 8-2024
Senior Director Wealth | Vise Technologies, Inc.
Vise
9-2019 - 4-2023
Senior Relationship Manager
BNY Mellon Pershing
5-2018 - 5-2019
Regional Investment Director/Consultant, RIA, Bank Trust and Family Offices Group
Russell Investments
In the press

Media appearances

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Education
BA
University of Denver
MBA
University of Colorado Denver
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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