Jordan M. Millner
Analyst-Equity chez Cobblestone Capital Advisors LLC
Profil
Mr. Jordan M.
Millner, CFA, is a Portfolio Manager & Senior Investment Analyst at Cobblestone Capital Advisors LLC.
He develops asset allocations that attempt to maximize risk-adjusted returns in an effort to meet clients’ needs and goals.
Additionally, he is a named Portfolio Manager on a collection of the firm’s public market equity strategies.
He serves as a board member with the CFA Society of Rochester and with Penfield Little League Baseball.
Mr. Millner is a past finance committee member of Our Lady Queen of Peace Parish in Brighton.
He received a Bachelor of Science degree in Finance from Le Moyne College and has earned the Chartered Financial Analyst designation.
Postes actifs de Jordan M. Millner
| Sociétés | Poste | Début |
|---|---|---|
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. | Analyst-Equity | 01/01/2010 |
Formation de Jordan M. Millner
| Le Moyne College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
