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Colin J. Desrosiers
Membre du Comité d'Investissement chez Cobblestone Capital Advisors LLC
Profil
Mr. Colin J.
Desrosiers is a Head of Portfolio Management Services at Cobblestone Capital Advisors LLC.
He directs the firm’s junior portfolio management resources and overseas the portfolio implementation process.
Mr. Desrosiers also serves as Senior Portfolio Manager where he is responsible for designing and executing asset allocation plans for clients according to their needs.
He also serves as a member of the investment committee.
Mr. Desrosiers has earned his Certified Financial Planner certification, a B.S.
degree in Biochemistry from the University of Rochester, and an M.B.A.
in Finance and Strategy from the University of Rochester Simon School of Business.
He serves as a Board Member for Epilepsy-PRALID, Inc.
Postes actifs de Colin J. Desrosiers
Sociétés | Poste | Début |
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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. | Membre du Comité d'Investissement | 01/01/2014 |
Formation de Colin J. Desrosiers
Rochester Christian University | Undergraduate Degree |
University of Rochester Simon Business School | Masters Business Admin |
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 1 |
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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 |