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Personal service from an experienced, multidisciplinary team.

Leadership Team

John T. DiPasquale
Principal & CEO

Jason S. Garlock

Jason S. Garlock, CFA
Principal & Chief Investment Officer

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

James J. Eckl

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

Timothy J. Shanahan

Timothy J. Shanahan
Principal & Senior Relationship Manager

Tom Bartlett

Thomas M. Bartlett, CFA
Principal & Co-founder

Peter Greaves-Tunnell
Principal & Co-founder

Carroll G. Wert

Carroll G. Wert, CFP®
Principal & Senior Wealth Planner

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

Eric Furnal

Eric Furnal, CFA
Principal & Director of Private Investments

Cobblestone Team

Thomas Bolt
Portfolio Management Associate

Donna L. Bruno

Eileen M. Byers
Senior Client Service Associate

Ryan B. Bynan

Ryan B. Bynan
Alternative Investment Analyst

Gabriel K. Chodak

Gabriel K. Chodak
Senior Relationship Manager

Terri L. Cimon

Terri L. Cimon
Compliance Manager

Jesse N. Cramer
Associate Relationship Manager

Laura M. Cusack

Laura M. Cusack
Client Service Support Manager

Colin J. Desrosiers

Colin J. Desrosiers, CFP®
Head of Client Portfolio Management

Gina L. DiMonda

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

Owen Dragomani
Operations Associate

Susan B. Eli

Susan B. Elia
Marketing Manager

Joshua A. Little
IT/Operations Associate

Izzy Loughlin
Associate Relationship Manager

David Maggi

David Maggi
Investment Systems Associate

Jordan Millner

Jordan Millner, CFA
Portfolio Manager & Head of Global Equities

Zachary Mullally, CFP®
Junior Portfolio Manager

Elise M. Olivo
Wealth Planning Analyst

Ryan P. O'Mara
Operations Generalist

Maddie Darstein

Maddie Ottman, CFA
Junior Portfolio Manager

Tricia A. Petrosino
Data Operations Analyst

Corbin Pospisil
Private Fund Assistant

Daniel L. Ritz, CPA
Senior Private Fund Accountant

Michael A. Roman, CPA
Private Fund Accountant

Charles E. Ruff, CFA
Head of Investment Strategy & Communications

Pauline B. Rutberg

Pauline B. Rutberg, CPA

Allison Schraf,

Allison Schraf, CFP®
Senior Wealth Planner

Timothy D. Striebich

Timothy D. Striebich
Reporting Operations Analyst

Spencer Webb
Operations Generalist

Tobin B. Woodruff

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.

For additional questions, please contact Cobblestone today.

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