John T. DiPasqualePartner, joined 1999
John serves as Managing Partner of Cobblestone. He received a B.A. degree in Economics from Georgetown University. Prior to joining Cobblestone, John served four years as Assistant to the President of Georgetown, and spent five years with Salomon Smith Barney as a financial consultant. Involved in a number of local organizations, he presently serves on the Advancement Committee for McQuaid Jesuit High School. John, his wife Meghan and their two children reside in Pittsford.
Thomas M. Bartlett, CFAPartner, joined 1991
Tom is a co-founder of Cobblestone and serves as a Senior Partner, Portfolio Manager, Chief Compliance Officer, and member of the Investment Committee. He received a B.A. degree in History from Washington and Lee University and has earned the Chartered Financial Analyst designation. Tom is a board member and Assistant Treasurer of the Urban League of Rochester and a former board member and treasurer of the Allendale Columbia School and the CFA Society of Rochester. Prior to co-founding Cobblestone, he served as Vice President at JP Morgan Chase. Tom and his wife, Julie, live in Brighton. They have three children.
Peter Greaves-TunnellPartner, joined 1991
Peter is a co-founder of Cobblestone and serves as a Senior Partner, Portfolio Manager, and member of the Investment Committee. He earned a B.A. degree in English from Lafayette College, studied at the London School of Economics, and earned an M.B.A. in Finance and Marketing from the University of Rochester. Peter currently serves on the Investment Committees of the Episcopal Diocese of Rochester and Christ Episcopal Church in Pittsford, NY. He is also a Trustee of the Seneca Waterways Council, BSA. He previously served as President of the Board of Governors of the Genesee Valley Club and as Scout Master for Pittsford Troop 129. He and his wife Louise reside in Pittsford and have three sons.
Jason S. Garlock, CFAPartner, joined 2001
Jason serves as Chief Investment Officer and Chairman of the Investment Policy Committee for Cobblestone. He directs the firm’s investment research and portfolio implementation process and is responsible for overseeing all daily investment management decisions. Jason has earned the Chartered Financial Analyst designation and received a B.S. degree in Civil Engineering from Cornell University and an M.S. degree in Water Resources & Environmental Engineering from Rutgers University. He is a past President of the CFA Society of Rochester and serves as Chairman of the Board at Epilepsy-PRALID, Inc. Jason, his wife Debra and their three children reside in Penfield.
Oleg Litvinenko, CFAJoined 2012
Oleg serves as a Senior Portfolio Manager and Head of Equities. Prior to joining Cobblestone, Oleg was an equity research associate and trader at Cabot Money Management, a Boston-area registered investment advisor. Oleg received a Bachelor of Business Administration degree from Pace University and an M.B.A. from Boston University’s Questrom School of Business. He holds the Chartered Financial Analyst (CFA) designation and serves as President and Member of the Board of the CFA Society of Rochester. Oleg and his wife Meg, a Rochester native, reside in Pittsford with their two children.
Eric Furnal, CFAJoined 2012
Eric is a Senior Investment Analyst focused on public fixed income and private investment opportunities for the firm’s clients. He also serves as a Portfolio Manager for the firm’s income-oriented strategies. Eric received his Bachelor of Business Administration degree from the Rochester Institute of Technology and has earned the Chartered Financial Analyst designation. He and his wife, Karen, reside in Fairport.
Jordan Millner, CFAJoined 2010
Jordan serves as Portfolio Manager and Senior Investment Analyst, focusing on designing, recommending, and implementing asset allocation plans based on clients’ needs. He is also a named Portfolio Manager on a collection of the firm’s equity strategies. Jordan received a Bachelor of Science degree in Finance from Le Moyne College and has earned the Chartered Financial Analyst designation. Jordan resides in Webster.
Chris G. Cuvelier, CPAJoined 2014
Chris serves as Investment Analyst at Cobblestone. He is a Certified Public Accountant and received a B.S. degree in Finance and Accounting and an M.B.A. in Professional Accountancy from Ithaca College. Prior to joining Cobblestone, Chris spent two years in the NYC office of PricewaterhouseCoopers, where he worked in the financial services industry audit and attestation practice. He currently resides in Rochester.
Colin J. DesrosiersJoined 2014
Colin serves as Portfolio and Investment Analyst for Cobblestone. He is responsible for assisting Portfolio Managers as well as designing and executing asset allocation plans for clients according to their needs. Colin also provides analytical support for our various equity strategies, and is responsible for overseeing and supporting the firm’s trading department. Colin earned a B.S. degree in Biochemistry from the University of Rochester and an M.B.A. in Finance and Strategy from the Simon Business School. Prior to joining Cobblestone, he worked at Liberty Home Funding. Colin and his wife, Margaret, reside in Rochester.
David MaggiJoined 2018
David serves as Investment Systems Associate for Cobblestone. He is the primary trader of individual equities and fixed income securities, mutual funds and other investment vehicles. David earned a B.S. degree in Business and Economics from Nazareth College. He is a Rochester area native and McQuaid Jesuit High School alumnus. David currently resides with his family in Pittsford.