Tom Bartlett
Oprichter bij Cobblestone Capital Advisors LLC
Profiel
Mr. Thomas M.
Bartlett, CFA, is a Principal & Co-founder at Cobblestone Capital Advisors LLC.
He serves as a Senior Partner, Portfolio Manager, Chief Compliance Officer, and member of the Investment Committee.
He is a board member and Assistant Treasurer of the Urban League of Rochester
Prior to co-founding Cobblestone, he served as Vice President at JP Morgan Chase.
He is a former board member and treasurer of the Allendale Columbia School and the CFA Society of Rochester.
He received a B.A.
degree in History from Washington and Lee University and has earned the Chartered Financial Analyst designation.
Actieve functies van Tom Bartlett
| Bedrijven | Functie | Begin |
|---|---|---|
Cobblestone Capital Advisors LLC
 Cobblestone Capital Advisors LLC Investment ManagersFinance Cobblestone Capital Advisors LLC (Cobblestone) is an independent wealth management firm and registered investment advisor Headquartered in Rochester, New York. The firm was founded by Paul E. Adornato in 1998. Cobblestone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private funds, and corporations and other business entities. | Oprichter | 01-01-1998 |
Eerdere bekende functies van Tom Bartlett
| Bedrijven | Functie | Einde |
|---|---|---|
| JPMorgan Chase & Co., Inc. /Corporate Trust Bus/ | Corporate Officer/Principal | - |
Opleiding van Tom Bartlett
| Washington & Lee University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Cobblestone Capital Advisors LLC
Cobblestone Capital Advisors LLC Investment ManagersFinance Cobblestone Capital Advisors LLC (Cobblestone) is an independent wealth management firm and registered investment advisor Headquartered in Rochester, New York. The firm was founded by Paul E. Adornato in 1998. Cobblestone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private funds, and corporations and other business entities. | Finance |
| JPMorgan Chase & Co., Inc. /Corporate Trust Bus/ | Finance |
