CoverProfile

Jordan Millner

Portfolio Manager & Senior Investment Analyst

Cobblestone Capital Advisors

United States, New York, Rochester

About Me

Jordan serves as a Portfolio Manager & Senior Investment Analyst. In this capacity, he thrives on the ability to analyze, interpret, and distill varying levels of capital market informational complexity to the benefit of a wide range of audiences. He enjoys working with individuals, families, and institutions in taking disparate circumstances and developing portfolios that optimize the ability to achieve long-term goals. Jordan sits on the firm’s investment committee, which sets asset allocation policy across the firm’s public market portfolio offerings. He also stewards Cobblestone’s equity mutual fund and exchange-traded fund strategies and, more broadly, has focused on manager due

View more

Profile Information

Portfolio Manager & Senior Investment Analyst

Cobblestone Capital Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Rochester

New York

United States

Feb 27, 2025

More profiles to browse

Profile Photo
Jason Garlock
Managing Director, Chief Investment Officer &Principal
Profile Photo
Eric Furnal
Principal & Director of Private Investments
PG
Peter Greaves-Tunnell
Principal, Partner, Co-founder
JE
James Eckl
Principal, Director of Wealth Management and Director of Wealth Planning

You Might Like

BW
Bill Wood
Managing Member, Principal
Nova R Wealth
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management