Cobblestone Capital Advisors, LLC.
Address: 500 Linden Oaks Suite 210, Rochester, NY 14625 Hours: Closed ⋅ Opens 8AM Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (585) 473-3333Category: : : : : Place name: : : Website: Website: https://www.cobblestonecap.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place.Not enough data yet for Thursdays : 12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for ThursdaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cobblestone Capital Advisors Posting publicly on the Web Write a review Reviews Be the first to review
Cobblestone Capital Advisors, LLC. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cobblestone Capital Advisors, LLC.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Cobblestone Capital Advisors, LLC. Salaries. You can even request information on how much does Cobblestone Capital Advisors, LLC. pay if you want to. Learn about salaries, pros and cons of working for Cobblestone Capital Advisors, LLC. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
12 Cobblestone Capital Advisors, LLC. employees in database. Find out everything there's to know about Cobblestone Capital Advisors, LLC. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Cobblestone Capital Advisors, LLC. Employees
Global Gaming & Hospitality September 2015 - Present
Reverse Mortgage Funding LLC June 2014 - August 2014
Cobblestone Capital Advisors, LLC. June 2014 - August 2014
PolicyMic October 2013 - November 2013
Federal Communications Commission June 2013 - August 2013
University of Rochester Medical Center July 2012 - August 2012
Houses of the Oireachtas-Dáil Éireann June 2012 - July 2012
Zoneci Medical May 2011 - August 2011
Skills
Political Science, Microsoft Word, PowerPoint, Proposal Writing, Access, Microsoft Excel, European politics, Outlook, Financial Modeling, Equity Research, Languages, Database Administration, Political Economy, Economic Policy, Labor Market, Italian languages, Cost Accounting, Financial Accounting, Reverse Mortgages, Investor Relations, Marketing Analytics, Spanish-speaking, Irish Politics, Sub-Saharan Africa, West Africa, HTML, Westlaw, Public Speaking, Research, Event Planning, Microsoft Office, Data Analysis, Community Outreach, Leadership, Editing, Social Media, Spanish, Finance, Financial Analysis, DCF Valuation
Education
University of Virginia 2014 — 2015
Master’s Degree, Commerce, 3.481
Monroe Community College 2014 — 2014
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government, Film and Media Studies Concentration, 3.34 GPA
King's College London, U. of London 2012 — 2012
Study Abroad, Political Science and Government, War Studies
Universidade Nova de Lisboa 2011 — 2011
Study Abroad, Anthropology and History
McQuaid Jesuit 2006 — 2010
High School Diploma
Hartree Partners June 2015 - Present
Cobblestone Capital Advisors, LLC. January 2015 - May 2015
Merrill Lynch June 2014 - August 2014
PIRA Energy Group June 2013 - July 2013
Skills
Research, Teamwork, Derivatives Analysis, Derivatives Valuation, Economics, Databases, Microsoft Office, Engaging Public Speaker, Hedging Strategies, Business Analysis, Market Research, Data Analysis, Finance, Statistics, Accounting, English, Public Speaking
Education
State University of New York College at Brockport 2012 — 2015
Bachelor of Science (BSc) Honors, Finance, Economics, Cumulative GPA: 3.8
Bonn International School
Arthur Levitt Public Affairs Center September 2011 - Present
Cobblestone Capital Advisors, LLC. June 2014 - August 2014
EarthLink Business June 2013 - August 2013
Offices of Congressman Tom Reed May 2012 - August 2012
Skills
Research, Public Speaking, MS Office, Junxure, Axys, Stata, Smart Station, fi360, Tweetdeck, French: professional...
Education
Hamilton College 2011 — 2015
Bachelor of Arts (B.A.), Economics & French, GPA: 3.46
Cobblestone Capital Advisors, LLC. February 2014 - Present
Putnam Investments 2003 - February 2014
Putnam Investments 2000 - 2003
Putnam Investments 1999 - 2000
Skills
Financial Planning, Retirement Planning, Wealth Management, Multi-generational..., Charitable Gift Planning, Wealth Management..., Wealth Preservation, Wealth Transfer, Retirement Income..., Family Office, Philanthropy, Financial Services, Public Speaking, Stocks, Bonds, Mutual Funds, ETFs, Alternative Investments, Private Investment, Relationship Management, Relationship Building, Registered Investment...
Education
Cornell University 1995 — 1999
BA, Biology
Niskayuna High School 1991 — 1995
High School
Cobblestone Capital Advisors, LLC. July 2012 - Present
Verizon Wireless January 2008 - June 2012
Skills
Communication, Fax, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Office Administration, Account Reconciliation, Time Management, Financial Statements, Teamwork, Data Entry, Administration, PowerPoint
Education
Monroe Community College 2005 — 2007
Associate's degree, Human Services, General, Dean's List
Cobblestone Capital Advisors, LLC. August 2015 - Present
Manning & Napier Advisors September 2002 - August 2015
ING 2000 - 2001
Alexander, Wescott & Co. Inc. 1997 - 2001
Skills
College Recruiting, Budget Process, Budget Monitoring, Organizational..., Organizational..., Leadership, Screening Resumes, Resume Writing, Interviewing Skills, Operations Management, Investment Management, Asset Allocation, Employee Benefits, Mutual Funds, Financial Analysis, Management, Financial Modeling, Investments, Portfolio Management, Asset Management, Customer Service, Finance, Risk Management, Equities, Strategic Planning
Education
Saint John Fisher College 2005 — 2006
MS, Educational Leadership
Nazareth College of Rochester 2004 — 2005
MA, Liberal Studies
Hobart and William Smith Colleges 1989 — 1993
BA, Rhetroic, Philosophy & Education
West Canada Valley 1985 — 1989
Cobblestone Capital Advisors, LLC. September 2015 - Present
Nixon Peabody Financial Advisors LLC May 2015 - August 2015
Nixon Peabody October 2010 - August 2015
Boylan, Brown, Code, Vigdor & Wilson September 2006 - October 2010
New York State Commission on Judicial Conduct August 2004 - May 2005
Ontario County District Attorney’s Office May 2004 - August 2004
Skills
Appeals, Trusts, Estate Planning, Tax, Civil Litigation, Litigation
Education
Syracuse University College of Law 2003 — 2006
JD
Allegheny College 1999 — 2003
Cobblestone Capital Advisors, LLC. September 2014 - Present
Mt. Ridge Realty May 2012 - September 2014
Liberty Home Funding May 2012 - May 2013
University of Rochester August 2011 - December 2011
Advent Tool & Mold May 2011 - August 2011
University of Rochester Medical Center May 2010 - May 2011
University of Rochester August 2009 - January 2011
Skills
Research, Data Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Teaching, Editing, Statistics, Finance, Access
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
MBA, Finance, Competitive and Organizational Strategy, 3.77/4.0
University of Rochester 2008 — 2012
BS Biochemistry Minor Economics, GPA: 3.84/4.0 Magna Cum Laude
WEBSTER THOMAS HIGH SCHOOL 2004 — 2008
94.952/100
2016 Level II Candidate in the CFA Program
TM Capital Corp. March 2015 - Present
JSB-Partners, LP June 2014 - March 2015
Cobblestone Capital Advisors, LLC. August 2013 - May 2014
Bausch + Lomb May 2013 - August 2013
LVW Advisors September 2012 - May 2013
United States Attorney's Office August 2009 - August 2012
Skills
Entrepreneurship, Investments, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Investment Banking, Financial Modeling, Capital Markets, Valuation, Equity Trading, Capital IQ, Corporate Finance, FactSet, Options Strategies, Real Estate Private..., Mergers & Acquisitions, Wordpress, Equity Research, Model Portfolios, Web Development, HTML, QuickBooks, SEO, Modern Portfolio Theory
Education
Rochester Institute of Technology 2012 — 2014
Bachelor of Science (B.S.), Finance, Magna Cum Laude
LVW Advisors 2015 - Present
Cobblestone Capital Advisors March 2007 - August 2015
Cobblestone Capital Advisors, LLC. March 2000 - March 2008
Cobblestone Capital Advisors, LLC. December 1997 - March 2000
Skills
Team Building, FinTech, Personal Financial..., Portfolio Management, Risk Management, Asset Management, Banking, Wealth Management, Financial Modeling, Securities, Management, Alternative Investments, Corporate Finance, Vendor Relationship..., Budgeting, IT Strategy, Regulatory Compliance, Process Improvement, Credit, Budgets, Strategy, Strategic Planning, Investments, Financial Analysis, Analysis, Leadership, Retirement Planning, Finance, Customer Service, Asset Allocation, Equities, Internal Controls
Education
St. John Fisher College 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
St. John Fisher College 1991 — 1995
Bachelor's degree, Accounting
Citi January 2015 - Present
Citi June 2013 - December 2014
Cobblestone Capital Advisors, LLC. February 2013 - June 2013
Rochester Institute of Technology September 2009 - May 2013
Bausch + Lomb June 2012 - September 2012
Ogdensburg City District June 2007 - August 2011
Nothnagle Realtors 2010 - 2010
Skills
Strategic Market..., Management Accounting, Business planning, Macroeconomics, Corporate Finance, Financial accounting, Monetary policy, Microeconomics, Economics, Excel, PowerPoint, Word, Research, Social Media, Public Speaking, Budgeting, Accounting, Teamwork, Team Leadership, Microsoft Office, Problem Solving, Fundraising, Event Planning, Writing, Facebook, Financial Analysis, Financial Modeling, Entrepreneurship, Microsoft Excel, Minitab, Microsoft Word, Business Planning, Time Management, Access, Critical Thinking
Education
Rochester Institute of Technology 2009 — 2013
Dual Bachelor's Degree in Finance and Economics, Finance, Economics, 3.946
Ogdensburg Free Academy High School 2005 — 2009
Advanced Regents Diploma, 98.7