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Personal service from an experienced, multidisciplinary team.

John T. DiPasquale

John T. DiPasquale
Principal & CEO

Tom Bartlett

Thomas M. Bartlett, CFA
Principal & Co-founder

Peter Greaves-Tunnell
Principal & Co-founder

Jason S. Garlock

Jason S. Garlock, CFA
Principal & Chief Investment Officer & Chief Compliance Officer

Eric Furnal

Eric Furnal, CFA
Principal & Director of Private Investments

Jordan Millner

Jordan Millner, CFA
Portfolio Manager & Sr. Investment Analyst

Colin J. Desrosiers

Colin J. Desrosiers
Portfolio Manager

Ryan B. Bynan

Ryan B. Bynan
Alternative Investment Analyst

David Maggi

David Maggi
Investment Systems Associate

Maddie Darstein

Maddie Darstein
Portfolio Management Associate

Oleg Litvinenko
Outside Advisor

Christopher M. Mooney

Christopher M. Mooney, AIF®
Principal & Managing Director of Business Development

Timothy J. Shanahan

Timothy J. Shanahan
Principal & Senior Relationship Manager

Gabriel K. Chodak

Gabriel K. Chodak
Senior Relationship Manager

Gina L. DiMonda

Gina L. DiMonda, CTFA, AEP®, CFP®
Senior Relationship Manager

Susan B. Eli

Susan B. Elia
Marketing Coordinator

James J. Eckl

James J. Eckl, J.D.
Principal & Director of Wealth Management

Carroll G. Wert

Carroll G. Wert, CFP®
Principal & Wealth Planner

Tobin B. Woodruff

Tobin B. Woodruff, CFP®
Wealth Planner

Allison Schraf,

Allison Schraf, CFP®
Wealth Planner

Neal Heslor

Neal Heslor
Wealth Planner

Tara M. Henry, FPQP™
Principal & Director of Operations

Timothy J. O’Rourke

Timothy J. O’Rourke
Operations/Systems Analyst

Pauline B. Rutberg

Pauline B. Rutberg, CPA
Controller

Terri L. Cimon

Terri L. Cimon
Client Service Specialist

Tricia A. Petrosino
Investment Operations Associate

Timothy D. Striebich

Timothy D. Striebich
Operations Associate

Robert T. Kleinhammer

Robert T. Kleinhammer
Operations Associate

Tara M. Henry, FPQP™
Principal & Director of Operations

Donna L. Bruno
Receptionist

Eileen M. Byers

Eileen M. Byers
Client Service Associate

Laura M. Cusack

Laura M. Cusack
Client Service Associate

Shannon O. DiStefano
Client Service Associate

Peggy A. Mazzullo
Client Service Associate

Kari A. Tubbs

Kari A. Tubbs
Jr. Client Service Associate

About Us

A multidisciplinary, team approach is the foundation for comprehensive, tailored services.

Cobblestone is a Registered Investment Advisor based in Rochester, New York. Since our founding in 1986, we have grown primarily through the referrals of satisfied clients while maintaining an emphasis on personal service. Cobblestone manages assets totaling more than $2 billion and serves over 750 clients, ranging from individuals and families to not‐for‐profit endowments, pension plans, foundations, and insurance pools. Our team includes 33 professionals with extensive experience in portfolio management, wealth planning, and financial consulting.

For additional questions, please contact Cobblestone today.

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