Personal service from an experienced, multidisciplinary team.
John T. DiPasquale
Principal & CEO
Jason S. Garlock, CFA
Principal & Chief Investment Officer
Thomas M. Bartlett, CFA
Principal & Co-founder
Peter Greaves-Tunnell
Principal & Co-founder
Eric Furnal, CFA
Principal & Director of Private Investments
Jordan Millner, CFA
Portfolio Manager & Senior Investment Analyst
Colin J. Desrosiers, CFP®
Portfolio Manager
Ryan B. Bynan
Alternative Investment Analyst
Daniel L. Ritz, CPA
Private Fund Accountant
David Maggi
Investment Systems Associate
Maddie Darstein
Portfolio Management Associate
Zachary Mullally
Portfolio Management Associate
Oleg Litvinenko
Outside Advisor
Christopher M. Mooney, AIF®
Principal & Managing Director, Business Development
Timothy J. Shanahan
Principal & Senior Relationship Manager
Gabriel K. Chodak
Senior Relationship Manager
Gina L. DiMonda, CTFA, AEP®, CFP®
Senior Relationship Manager
Susan B. Elia
Marketing Coordinator
James J. Eckl, J.D.
Principal & Director of Wealth Management
Carroll G. Wert, CFP®
Principal & Senior Wealth Planner
Tobin B. Woodruff, CFP®
Wealth Planner
Allison Schraf, CFP®
Wealth Planner
Neal Heslor
Wealth Planner
Tara M. Henry, FPQP™
Principal & Director of Operations
Timothy J. O’Rourke
Operations/Systems Analyst
Pauline B. Rutberg, CPA
Controller
Terri L. Cimon
Client Service Specialist
Tricia A. Petrosino
Investment Operations Associate
Timothy D. Striebich
Operations Associate
Robert T. Kleinhammer
Operations Associate
Tara M. Henry, FPQP™
Principal & Director of Operations
Donna L. Bruno
Receptionist
Eileen M. Byers
Client Service Associate
Laura M. Cusack
Client Service Associate
Shannon O. DiStefano
Client Service Associate
Peggy A. Mazzullo
Client Service Associate
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.