Cobblestone Capital Advisors, LLC.

Description

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.

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Cobblestone Capital Advisors, LLC. Employees

Employee
Years
Job
Industry
Aidan Rubery Aidan Rubery Las Vegas, Nevada Area Details
Aidan Rubery's Cobblestone Capital Advisors, LLC. Experience June 2014 - August 2014
Job Investment Banking Analyst at Global Gaming and Hospitality Group
Industry Investment Banking
Experience
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

David Sieber David Sieber Greater New York City Area Details
David Sieber's Cobblestone Capital Advisors, LLC. Experience January 2015 - May 2015
Job Derivatives Analyst at Hartree Partners
Industry Investment Banking
Experience
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

Brady N. R. Sprague Brady N. R. Sprague Rochester, New York Details
Brady N. R. Sprague's Cobblestone Capital Advisors, LLC. Experience June 2014 - August 2014
Job Senior at Hamilton College
Industry Financial Services
Experience
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

Vince Lecce, CIMA® Vince Lecce, CIMA® Rochester, New York Area Details
Vince Lecce, CIMA®'s Cobblestone Capital Advisors, LLC. Experience February 2014 - Present
Job NFLPA Registered Player Financial Advisor
Industry Financial Services
Experience
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

Kari Tubbs Kari Tubbs Rochester, New York Details
Kari Tubbs's Cobblestone Capital Advisors, LLC. Experience July 2012 - Present
Job Client Service Admin at Cobblestone Capital Advisors, LLC.
Industry Investment Management
Experience
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

Julie Bazan Julie Bazan Rochester, New York Area Details
Julie Bazan's Cobblestone Capital Advisors, LLC. Experience August 2015 - Present
Job COO, Cobblestone Capital Advisors
Industry Investment Management
Experience
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

Adam Brunner Adam Brunner Rochester, New York Area Details
Adam Brunner's Cobblestone Capital Advisors, LLC. Experience September 2015 - Present
Job Senior Wealth Planner at Cobblestone Capital Advisors, LLC.
Industry Law Practice
Experience
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

Colin Desrosiers Colin Desrosiers Rochester, New York Area Details
Colin Desrosiers's Cobblestone Capital Advisors, LLC. Experience September 2014 - Present
Job Trader/Research Assistant at Cobblestone Capital Advisors, LLC.
Industry Financial Services
Experience
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

Mario Reto Mario Reto Greater Boston Area Details
Mario Reto's Cobblestone Capital Advisors, LLC. Experience August 2013 - May 2014
Job Investment Banking Analyst at TM Capital
Industry Investment Banking
Experience
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

Adam Magee Adam Magee Rochester, New York Area Details
Adam Magee's Cobblestone Capital Advisors, LLC. Experience March 2000 - March 2008
Job COO at LVW Advisors
Industry Financial Services
Experience
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

Spencer Crawford Spencer Crawford Buffalo, New York Details
Spencer Crawford's Cobblestone Capital Advisors, LLC. Experience February 2013 - June 2013
Job Senior Corporate Credit Analyst at Citi
Industry Banking
Experience
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