![Colin J. Desrosiers](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Colin J. Desrosiers
Gestionnaire de Portefeuille-Actions chez
CapFinancial Partners LLC
Profil
Mr. Colin J.
Desrosiers is a Senior Financial Advisor at CapFinancial Partners LLC.
He focuses on client portfolio management, making complex investment concepts clear and actionable to help clients feel informed and confident in their financial decisions.
Before joining CAPTRUST in 2025 through Cobblestone Capital Advisors, Mr. Desrosiers served as Head of Client Portfolio Management, overseeing the implementation of investment strategies across approximately $3 billion in client assets.
He also provided investment advisory services to high-net-worth individuals and families.
He earned a Bachelor of Science degree in biochemistry from the University of Rochester.
He also earned his CERTIFIED FINANCIAL PLANNER™ certification.
Postes actifs de Colin J. Desrosiers
| Sociétés | Poste | Début |
|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Gestionnaire de Portefeuille-Actions | 01/09/2025 |
Anciens postes connus de Colin J. Desrosiers
| Sociétés | Poste | Fin |
|---|---|---|
Cobblestone Capital Advisors LLC (NY)
 Cobblestone Capital Advisors LLC (NY) Investment ManagersFinance Cobblestone builds portfolios designed to meet client objectives through a range of globally diversified investment vehicles. | Analyst-Equity | - |
Formation de Colin J. Desrosiers
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
16
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Rochester Christian University
 Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cobblestone Capital Advisors LLC (NY)
Cobblestone Capital Advisors LLC (NY) Investment ManagersFinance Cobblestone builds portfolios designed to meet client objectives through a range of globally diversified investment vehicles. | Finance |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Finance |
University of Rochester Simon Business School
 University of Rochester Simon Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
