Carl G. Erickson
Carl G. Erickson is the Founder, Principal, and a Director of Whitegate Investment Counselors, Inc. His primary responsibility is portfolio management of client accounts. After graduating from the University of Virginia in 1973, he began his investment career when he joined Dean Witter & Co., Inc. (now Morgan Stanley) in 1975, beginning as a broker in Chicago but then becoming a Regional Director of Tax Advantaged Investments in 1978. Carl moved to Winthrop Financial, a privately held real estate and investment firm in Boston, in 1981 and became a partner in 1982. He “retired” for about a month when the firm was sold and formed Whitegate Investment Counselors, Inc. in 1992 where he grew the firm from zero assets under management.
Paulette W. Wolfe
Paulette W. Wolfe is Principal, Chief Operating Officer, and Chief Compliance Officer of Whitegate Investment Counselors, Inc. Her primary responsibilities are portfolio management of client accounts, overseeing the day-to-day operations for the firm as well as overseeing the firm’s compliance program. Paulette joined Whitegate Investment Counselors, Inc. in 1995 and became a shareholder in 2006. Prior to joining Whitegate, Paulette spent a decade working in trust operations at various banks and trust companies. She holds a BS in Accounting from Franklin Pierce University and is currently pursuing an MS at Southern New Hampshire University.
Sarah A. Burdette
Sarah Burdette is the Director of Client Services at Whitegate Investment Counselors, Inc. Her primary responsibilities are in the areas of client service, operations, money movement, and reporting. Prior to joining Whitegate, Sarah spent nearly 14 years as a Registered Client Associate at Merrill Lynch, assisting clients with account administration, operations, and trade execution, and then 4 years at a Harvest Capital Management as a Client Service Associate. Sarah graduated Magna Cum Laude from Plymouth State University with a degree in Environmental Biology.
Allison Madden Hodgkins
Allison Madden Hodgkins is an Operations and Client Service Associate at Whitegate Investment Counselors, Inc. Her primary responsibilities are in the areas of client service, operations, administrative support, and reporting. Allison has over 10 years of diverse experience in the financial industry, supporting operations, strategic planning, budgeting, and financial reporting. Prior to joining Whitegate, Allison worked as a Branch Office Administrator at Edward Jones, managing the daily operations of a branch office and assisting clients with account service, trade activity and cash needs. Allison graduated from Boston University with a degree in Anthropology.
Colby W. Wolfe
Colby is an Investment Associate at Whitegate Investment Counselors, Inc. His primary responsibilities are in the areas of investment research and financial planning. Colby graduated Summa Cum Laude from the University of New Haven with a BS in Finance and is currently pursing coursework in financial planning.
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