DCM – Disciplined Capital Management

Robert J. Ryan, Ph.D.

Bob is focused on the design and development of the investment ideas of Disciplined Capital Management and their applicability to the financial portfolios. He completed his Ph.D. in finance at Syracuse University in 1989 and was awarded an MBA with distinction from Cornell Johnson Graduate School of Management in 1971. Bob’s professional experience includes over twenty years with NYSE and Fortune 500 companies in all facets of corporate finance. He has been a director of several corporate boards, including food processing, international trade, insurance and banking concerns. Bob has also served on the faculty of Syracuse University where he taught graduate and undergraduate courses in securities markets and corporate finance. Bob and his wife, Linda, enjoy spending time at their family retreat on Lake Champlain in Vermont with their two children and five grandchildren. He marvels at the insights on the human condition provided by John Prine and Henry David Thoreau.

Craig Buckhout

In the early 1990s it became clear that ordinary people were going to need help managing their substantial savings, as 401(k) plan assets began to replace pensions as a source of retirement income. After spending the first decade of his career in the world of corporate finance, Craig was excited to work with clients and apply institutional investment principles to help them achieve their goals. He enjoys showing clients how to apply institutional investment strategies to any client portfolio. When it comes to managing risk and diversification, controlling costs, and achieving market returns, the same principles apply to a small IRA or a large endowment fund. Craig earned his BS and MBA from Cornell University and is a Chartered Financial Analyst (CFA).

Adam C. Gagas

Adam has more than 15 years experience in fundamental investment research and asset management. As an institutional investor who worked for multi-billion dollar mutual funds, he has developed expertise analyzing the financial statements and strategies of companies in nearly every major market sector and industry. Adam has used these skills in markets around the world. In addition to a domestic focus during many years in New York City, he has also worked in Moscow where he analyzed investments in emerging markets around the former Soviet Union.

Adam is a graduate of Hobart College with a BA in Economics and Russian Studies. He is an alumnus of the New York University Leonard N. Stern School of Business, where he earned an MBA with a concentration in Finance. Currently, he is a Visiting Adjunct Instructor of Finance at the SUNY Oswego School of Business.

Adam serves on the boards of the Oswego Health Foundation and Pathfinder Bank.

Ted Scallon

Ted oversees the development of new client relationships. He has more than 50 years of banking experience in New York City and throughout the Central New York region. Ted, along with Bob Ryan, Craig Buckhout and Adam Gagas helps boards and investment committees of foundations and institutions manage financial assets by developing reasonable expectations for return while better understanding risk and how it is measured. Ted holds a BS in business management and an MBA in finance from Long Island University. He and his wife, Sally, live in Fayetteville where they raised their three children T.J., Mark and Gemma. Ted has long been involved with the not-for-profit community and just completed 30 years of board service to Elmcrest Children’s Center, and 30 years as a member of the Board of Regents of LeMoyne College.

Sharon Craig

Sharon directs client relations and compliance functions. She brings over thirty years of banking experience at a local financial institution in Central New York where her responsibilities included commercial real estate financing, various executive level administrative functions and interaction with not-for-profit entities. She is a graduate of Onondaga Community College with an AAS in Business Administration. In her spare time, Sharon enjoys spending time with friends, the sounds of a great music playlist, enjoying Golden Doodles Shasta & Daisy and seeking adventure in the great outdoors.

Ethan Gilbert

Ethan’s focuses include quantitative analysis and developing investment strategies to meet client needs. He previously worked on Wall Street for Bank of America Merrill Lynch and Bridgewater Associates. Additionally, Ethan worked for the U.S. House of Representatives advising two Upstate New York Members on economic, financial, and fiscal policy. Ethan attended Cornell University and holds a Bachelor of Science degree in Applied Economics and Management with a concentration in finance. A graduate of Fayetteville-Manlius High School, he is delighted to be returning home to Syracuse where he will continue to enjoy his passions of hiking, camping, sports, and chess. He continues to passionately root for the Buffalo Bills and is certain this is our year.