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Personal service from an experienced, multidisciplinary team.

Leadership Team

John T. DiPasquale

John T. DiPasquale
Principal & CEO

Jason S. Garlock

Jason S. Garlock, CFA
Principal & Chief Investment Officer

Christopher M. Mooney

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

Donna L. Bruno
Receptionist

Eileen M. Byers

Eileen M. Byers
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

Danielle M. Crawford
Client Service Associate

Laura M. Cusack

Laura M. Cusack
Client Service Associate – Team Lead

Maddie Darstein

Maddie Darstein
Portfolio Management Associate

Colin J. Desrosiers

Colin J. Desrosiers, CFP®
Portfolio Manager

Gina L. DiMonda

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

Shannon O. DiStefano
Client Service Associate

Susan B. Eli

Susan B. Elia
Marketing Manager

Neal Heslor

Neal Heslor
Wealth Planner

Jarrett J. Kirkpatrick
Operations Associate

Robert T. Kleinhammer

Robert T. Kleinhammer
Operations Associate

David Maggi

David Maggi
Investment Systems Associate

Peggy A. Mazzullo
Client Service Associate

Jordan Millner

Jordan Millner, CFA
Portfolio Manager & Senior Investment Analyst

Zachary Mullally
Portfolio Management Associate

Tricia A. Petrosino
Data Operations Analyst

Daniel L. Ritz, CPA
Private Fund Accountant

Pauline B. Rutberg

Pauline B. Rutberg, CPA
Controller

Allison Schraf,

Allison Schraf, CFP®
Wealth Planner

Timothy D. Striebich

Timothy D. Striebich
Reporting Operations Analyst

Kari A. Tubbs

Kari A. Tubbs
Jr. Client Service Associate

Tobin B. Woodruff

Tobin B. Woodruff, CFP®
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 33 professionals with extensive experience in portfolio management, wealth planning, and financial consulting.

For additional questions, please contact Cobblestone today.

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