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
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
Danielle M. Crawford
Client Service Associate
Laura M. Cusack
Client Service Associate – Team Lead
Maddie Darstein
Portfolio Management Associate
Colin J. Desrosiers, CFP®
Portfolio Manager
Gina L. DiMonda, CTFA, AEP®, CFP®
Senior Relationship Manager
Shannon O. DiStefano
Client Service Associate
Susan B. Elia
Marketing Manager
Neal Heslor
Wealth Planner
Jarrett J. Kirkpatrick
Operations Associate
Robert T. Kleinhammer
Operations Associate
David Maggi
Investment Systems Associate
Peggy A. Mazzullo
Client Service Associate
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, CPA
Controller
Allison Schraf, CFP®
Wealth Planner
Timothy D. Striebich
Reporting Operations Analyst
Kari A. Tubbs
Jr. Client Service Associate
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.