Jason S. Garlock

Director of Research - Equity at Cobblestone Capital Advisors LLC

49 year

Consumer Services

Finance

Profile

Mr. Jason S.
Garlock, CFA, is a Principal & Chief Investment Officer at Cobblestone Capital Advisors LLC.
He joined the firm in 2001 and serves as Chief Investment Officer and Chairman of the Investment Policy Committee for Cobblestone.
He directs the firm’s investment research and portfolio implementation process and is responsible for overseeing all daily investment management decisions.
He is a past President of the CFA Society of Rochester and a Director and past-Board Chair at Epilepsy-PRALID, Inc. He received his undergraduate degree from Cornell University and a graduate degree from Rutgers State University of New Jersey.

Jason S. Garlock active positions

Companies	Position	Start
Cobblestone Capital Advisors LLC Cobblestone Capital Advisors LLC Investment ManagersFinance Cobblestone Capital Advisors LLC (Cobblestone) is an independent wealth management firm and registered investment advisor Headquartered in Rochester, New York. The firm was founded by Paul E. Adornato in 1998. Cobblestone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private funds, and corporations and other business entities.	Director of Research - Equity	2000-12-31

All active positions of Jason S. Garlock

Training of Jason S. Garlock

Cornell University	Undergraduate Degree
Rutgers State University of New Jersey	Graduate Degree

Experiences
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Linked companies

Private companies	1
Cobblestone Capital Advisors LLC Cobblestone Capital Advisors LLC Investment ManagersFinance Cobblestone Capital Advisors LLC (Cobblestone) is an independent wealth management firm and registered investment advisor Headquartered in Rochester, New York. The firm was founded by Paul E. Adornato in 1998. Cobblestone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private funds, and corporations and other business entities.	Finance