Jordan M. Millner
Analyst-Equity en Cobblestone Capital Advisors LLC .
Perfil
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.
Cargos activos de Jordan M. Millner
Empresas | Cargo | Inicio |
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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. | Analyst-Equity | 01/01/2010 |
Formación de Jordan M. Millner.
Le Moyne College | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas privadas | 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 |
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