Thomas M. Bartlett, CFA

Principal | Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Thomas (Tom) Bartlett is a wealth management advisor in Rochester, NY.

Tom provides personalized, comprehensive financial advice to individuals, families, and institutions. He was previously a co-founder of Cobblestone Capital Advisors where he served as senior principal, portfolio manager, and was a member of the Investment Committee. Prior to Cobblestone, Tom was vice president at J.P. Morgan Chase.

Tom graduated from Washington and Lee University and earned his Bachelor of Arts degree in history.

In his free time, Tom enjoys sailing, walking, reading, traveling, and spending time with his family.

Education

  • Tom graduated from Washington and Lee University and earned his Bachelor of Arts degree in history.

Industry Designations

  • Chartered Financial Analyst®

Rochester, NY

500 Linden Oaks #210
Rochester, NY 14625

585.473.3333

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