CAPTRUST’s Post

We are excited to announce that Cobblestone Capital Advisors, LLC. has joined CAPTRUST! Based in Rochester, NY, Cobblestone brings a team of 42 colleagues and over $3 billion in client assets. Welcome CEO John DiPasquale, Chief Investment Officer Jason Garlock, Managing Director of Business Development Chris Mooney, and the entire team to the CAPTRUST organization!

Trae Cole CFP®

Financial Advisor at CAPTRUST Financial Advisors

4w

Welcome!

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Sayan Banerjee

Financial Analyst | FP&A | Data Analyst (Python • SQL • Power BI • Excel VBA) | Forecasting, Variance Analysis, Financial Modeling | Real Estate & Investment Analytics | Risk & Fraud Detection | MBA

1mo

Sounds like true success is built on shared commitment to clients and colleagues, not just expansion. Curious....as a finance graduate looking to break into investments...how do I know if a new team or partnership is the right fit to help my team grow stronger together? #StrongerTogetherGrowth

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