Our Team
Paulette W. Wolfe
Paulette W. Wolfe is President, Principal, Chief Compliance Officer, and Sole Shareholder of Whitegate Investment Counselors, Inc. Her primary responsibilities are developing client relationships, portfolio management of client accounts, and overseeing the firm’s day-to-day operations and compliance program. Paulette joined Whitegate Investment Counselors, Inc. in 1995 and became a shareholder in 2006. Before 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 an MS in Organizational Leadership from Southern New Hampshire University.
Sarah A. Burdette
Sarah Burdette is the Vice President 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.
Carl G. Erickson
Carl G Erickson is a Senior Portfolio Manager at 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.
Colby W. Wolfe
Colby is a Portfolio Manager and Research Analyst at Whitegate Investment Counselors, Inc. His primary responsibilities are in the areas of investment research and portfolio construction. He also manages client portfolios, focusing on clients who are beginning to build wealth. Colby joined us in September 2023 after earning his MSc in Investment and Risk Management from Queen’s University Belfast, Northern Ireland, UK. He also holds a BS in Finance from the University of New Haven.
Sonny Crockett Wolfe
Sonny joined Whitegate in October 2023 when he was just eight weeks old. He is Whitegate’s Chief Greeter. When he’s not overseeing everything at Whitegate – including cleaning out our yogurt containers, shredding paper, and napping – Sonny enjoys swimming, running, playing with friends, and chasing frogs and squirrels.
Disciplined investing, trusted advice, and a knowledgeable team with over 100 years of collective experience.
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