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Cobblestone Capital Advisors, LLC. Employee Directory

Financial ServicesNew York, United States11-50 Employees

Cobblestone Capital Advisors, LLC is a financial services firm based in Rochester, New York, offering investment management, wealth planning, portfolio management, and private investment services to a client base that includes individuals, families, and institutions. The firm oversees about $2 billion in assets on behalf of more than 750 clients, and its professionals bring more than three decades of experience to helping clients build, manage, monitor, and preserve wealth. \nWith a long-standing presence in the region, the team is structured to support comprehensive wealth-management needs from its Rochester headquarters. \nIn late 2025, CapTrust Advisors announced the acquisition of Cobblestone Capital Advisors, marking CapTrust’s expansion into Upstate New York and indicating a change in ownership for the firm.

Find Cobblestone Capital Advisors, LLC. employees' phone numbers or email addresses

Cobblestone Capital Advisors, LLC. Global Highlights

Location
Employees

North America
37

Minus sign iconPlus sign icon
  • United States Of America
    37

Cobblestone Capital Advisors, LLC.'s Leadership

  • Stylized image of a person
    M. S.
    President General Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. D.
    Head Of Client Portfolio Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. B.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. P.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. R.
    Controller
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. H.
    Director Of Operations For Cobblestone. She Received
    Phone icon
    Mobile Phone

Cobblestone Capital Advisors, LLC. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Finance
  • Business
  • Information Technology
  • Other
  • Administrative
  • Analytics

Contact profiles from Cobblestone Capital Advisors, LLC.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. D.
    Managing Partner
    Phone icon
    Mobile Phone
    United StatesNew York
    May 28, 2026
  • Stylized image of a person
    T. B.
    Partner
    Phone icon
    Mobile Phone
    United StatesNew York
    May 28, 2026
  • Stylized image of a person
    M. S.
    President General Manager
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    P. P.
    Owner
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Oct 21, 2024
  • Stylized image of a person
    T. S.
    Partner
    Phone icon
    Mobile Phone
    UNITED STATES
    May 07, 2024
  • Stylized image of a person
    C. D.
    Head Of Client Portfolio Management
    Phone icon
    Mobile Phone
    United StatesNew York
    May 31, 2026
  • Stylized image of a person
    P. R.
    Controller
    Phone icon
    Mobile Phone
    United StatesNew York
    Jul 17, 2025
  • Stylized image of a person
    T. H.
    Director Of Operations For Cobblestone. She Received
    Phone icon
    Mobile Phone
    UNITED STATES
    Sep 30, 2025
  • Stylized image of a person
    G. L. D.
    Sr. Relationship Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Nov 10, 2025
  • Stylized image of a person
    Z. M.
    Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 30, 2025

Frequently Asked Questions

What is Cobblestone Capital Advisors, LLC. known for?

Minus sign iconPlus sign iconCobblestone Capital Advisors, LLC. was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 500 Linden Oaks Suite 210 Rochester, New York 14625 United States; you can contact the main corporate office by phone at
+1-585-473-****
. Explore Cobblestone Capital Advisors, LLC.'s company overview page for more information.

What is Cobblestone Capital Advisors, LLC.'s most common email format?

Minus sign iconPlus sign iconCobblestone Capital Advisors, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cobblestone Capital Advisors, LLC. email formats with LeadIQ.

How many employees does Cobblestone Capital Advisors, LLC. have currently?

Minus sign iconPlus sign iconCobblestone Capital Advisors, LLC. has approximately 12 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Cobblestone Capital Advisors, LLC.'s key employees and leadership?

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As of April 2026, Cobblestone Capital Advisors, LLC.'s key employees include:

  • President General Manager: M. S.
  • Head Of Client Portfolio Management: C. D.
  • Managing Partner: J. D.
  • Partner: T. B.
  • Owner: P. P.

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