Personal service from an experienced, multidisciplinary team.
John T. DiPasquale
Managing Partner
Thomas M. Bartlett, CFA
Partner & Co-founder
Peter Greaves-Tunnell
Partner & Co-founder
Jason S. Garlock, CFA
Partner & Chief Investment Officer
Eric Furnal, CFA
Head of Private Investments
Jordan Millner, CFA
Portfolio Manager & Sr. Investment Analyst
Colin J. Desrosiers
Portfolio Manager
Ryan B. Bynan
Alternative Investment Analyst
David Maggi
Investment Systems Associate
Maddie Darstein
Portfolio Management Associate
Oleg Litvinenko
Outside Advisor
Christopher M. Mooney, AIF®
Partner & Director of Business Development
Timothy J. Shanahan
Partner & 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.
Partner & Director of Wealth Planning Services
Carroll G. Wert, CFP®
Partner & Wealth Planner
Tobin B. Woodruff, CFP®
Wealth Planner
Allison Schraf, CFP®
Wealth Planner
Neal Heslor
Wealth Planner
Tara M. Henry, FPQP™
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™
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
Taylor Nowak
Executive Assistant
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.