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
Michael Burton
Private Investment Analyst
Eileen M. Byers
Senior Client Service Associate
Ryan B. Bynan
Alternative Investment Analyst
Gabriel K. Chodak
Senior Relationship Manager
Rachel Coia, AIF®
Wealth Planner
Jesse N. Cramer
Relationship Manager
Laura M. Cusack
Client Service Support Manager
Colin J. Desrosiers, CFP®
Head of Client Portfolio Management
Gina L. DiMonda, CTFA, AEP®, CFP®
Senior Relationship Manager
Owen Dragomani
Operations Associate
Susan B. Elia
Marketing Manager
Arber N. Emerllahu
Private Fund Accountant
Joshua A. Little
IT/Operations Associate
Izzy Loughlin
Associate Relationship Manager
David Maggi
Investment Systems Associate
Jordan Millner, CFA
Portfolio Manager & Head of Global Equities
Zachary Mullally, CFP®
Portfolio Manager
Elise M. Olivo
Wealth Planning Analyst
Ryan P. O'Mara
Client Service Associate
Kim Osborn
Client Service Associate
Maddie Ottman, CFA
Portfolio Manager
Tricia A. Petrosino
Data Operations Analyst
Corbin Pospisil
Private Fund Assistant
Michael A. Roman, CPA
Senior Private Fund Accountant
Charles E. Ruff, CFA
Head of Investment Strategy & Communications
Pauline B. Rutberg, CPA
Controller
Allison Shuler, CFP®
Senior Wealth Planner
Danielle L. Smith
Client Service Associate
Timothy D. Striebich
Reporting Operations Analyst
Spencer Webb
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.