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
Keylinks
More profiles to browse
Jason Garlock
Managing Director, Chief Investment Officer &Principal
JE
James Eckl
Principal, Director of Wealth Management and Director of Wealth Planning
PG
Peter Greaves-Tunnell
Principal, Partner, Co-founder
CH
Carol Hardy
Wealth Planner
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson