Gabriel Shabat, ABFP®, APMA®
Investment Manager
Gabriel is an Investment Manager at ClearTrust. In this role, he leads research and due diligence for all mutual funds and ETFs in client portfolios. He is dedicated to grounding decisions in rigorous analysis and market awareness. He oversees trading operations, executing discretionary strategies and streamlining processes to enhance efficiency and compliance. Beyond portfolio construction, Gabriel cultivates relationships with external wholesalers to expand product access and reinforce strategic partnerships.
His responsibilities include designing and managing multi‑asset, equity, and fixed‑income portfolios tailored to diverse client objectives, while maintaining strict oversight of risk alignment and regulatory standards. He’s dedicated to helping clients reach their financial goals through disciplined, research‑driven portfolio management that aligns with their objectives while proactively managing risk and ensuring compliance.
Prior to joining ClearTrust, Gabriel was a KYC Analyst at Deutsche Bank and a Project Manager at Ernst & Young. He received his undergraduate degree from the University of California - San Diego and his master's degree in financial management from Boston University. He has been a Teaching Assistant at Boston University since March 2021 and recently concluded his first semester as an Adjunct Professor of Finance at Belmont University.
When he's not at work, Gabriel enjoys managing his fantasy sports teams and watching hockey.