Tom is a Co-founder of Cobblestone and serves as a Senior Principal, Portfolio Manager, and member of the Investment Committee. He received a B.A. degree in History from Washington and Lee University and has earned the Chartered Financial Analyst designation. Tom is a board member and Assistant Treasurer of the Urban League of Rochester, a board member of the Greater Rochester Health Foundation and a former Treasurer of the CFA Society of Rochester. Prior to co-founding Cobblestone, he served as Vice President at JP Morgan Chase. Tom and his wife, Julie, live in Brighton. They have three children.
Tom Bartlett
Principal & Co-founder
Cobblestone Capital Advisors
United States, New York, Pittsford
About Me
Profile Information
Principal & Co-founder
Cobblestone Capital Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Pittsford
New York
United States
Aug 19, 2024
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