Personal service from an experienced, multidisciplinary team.
Leadership Team
John T. DiPasquale
Principal & CEO
Jason S. Garlock, CFA
Principal & Chief Investment Officer
Christopher M. Mooney, AIF®
Principal & Managing Director, Business Development
James J. Eckl, J.D.
Principal & Director of Wealth Management
Timothy J. Shanahan
Principal & Senior Relationship Manager
Thomas M. Bartlett, CFA
Principal & Co-founder
Peter Greaves-Tunnell
Principal & Co-founder
Carroll G. Wert, CFP®
Principal & Senior Wealth Planner
Tara M. Henry, FPQP™
Principal & Director of Operations
Eric Furnal, CFA
Principal & Director of Private Investments
Cobblestone Team
Thomas Bolt
Portfolio Management Associate
Donna L. Bruno
Receptionist
Eileen M. Byers
Client Service Associate
Ryan B. Bynan
Alternative Investment Analyst
Gabriel K. Chodak
Senior Relationship Manager
Terri L. Cimon
Compliance Manager
Jesse N. Cramer
Associate Relationship Manager
Danielle M. Crawford
Client Service Associate
Laura M. Cusack
Client Service Support Manager
Colin J. Desrosiers, CFP®
Head of Portfolio Management Services
Gina L. DiMonda, CTFA, AEP®, CFP®
Senior Relationship Manager
Shannon O. DiStefano
Client Service Associate
Owen Dragomani
Operations Associate
Susan B. Elia
Marketing Manager
Neal Heslor
Wealth Planner
Bryce E. LaRose
Private Fund Assistant
Joshua A. Little
IT/Operations Associate
David Maggi
Investment Systems Associate
Jordan Millner, CFA
Portfolio Manager & Senior Investment Analyst
Zachary Mullally
Portfolio Management Associate
Maddie Ottman
Junior Portfolio Manager
Tricia A. Petrosino
Data Operations Analyst
Corbin Pospisil
Jr. Client Service Associate
Daniel L. Ritz, CPA
Senior Private Fund Accountant
Michael A. Roman, CPA
Private Fund Accountant
Charles E. Ruff, CFA
Senior Portfolio Manager
Pauline B. Rutberg, CPA
Controller
Allison Schraf, CFP®
Senior Wealth Planner
Timothy D. Striebich
Reporting Operations Analyst
Kari A. Tubbs
Client Service Associate
Tobin B. Woodruff, CFP®
Senior Wealth Planner
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 38 professionals with extensive experience in portfolio management, wealth planning, and financial consulting.