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Jason Garlock

Managing Director, Chief Investment Officer &Principal

Cobblestone Capital Advisors

United States, New York, Penfield

About Me

Jason serves as Chief Investment Officer and Chairman of the Investment Strategy Committee for Cobblestone. He supervises the firm’s investment research and portfolio management teams and is responsible for overseeing all daily investment management decisions. He also serves as Chief Compliance Officer. 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 a Director and past Board Chair at Epilepsy-PRALID, Inc. Jason, his

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Profile Information

Managing Director, Chief Investment Officer &Principal

Cobblestone Capital Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Penfield

New York

United States

Aug 15, 2024

Work Experience

Cobblestone Capital Advisors

Managing Director, Chief Investment Officer &Principal
Jun 2001 - Present
Email: jsg@cobblestonecap.com

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