Jordan M. Millner, CFA

Senior Financial Advisor | Investments

Contact CAPTRUST
Biography
Education & Other Highlights
Location(s)

Jordan Millner is a wealth management advisor in Rochester, NY.

Jordan works with individuals, families, and institutions to understand their circumstances in order to develop portfolio strategies that optimize the ability to achieve long-term goals. He takes pride in the ability to distill complex market information into digestible points of substance for his clients’ understanding.

Jordan joined CAPTRUST in 2025 through Cobblestone Capital Advisors. He started at Cobblestone in 2010 as an entry-level associate and spent nearly 16 years working in various capacities in client portfolio management, investment research, and investment strategy. Alongside his professional roles with the firm, he serves as an adjunct professor of finance with St. John Fisher University in Pittsford, New York.

Jordan earned his Bachelor of Science degree in business administration and finance from Le Moyne College and is a CFA charter holder.

In his free time, Jordan volunteers on local nonprofit boards such as the CFA Society of Rochester in recent years, and with the local Little League and local Catholic Church finance committees in years past. He (confoundingly) enjoys a complicated relationship with golf, and he has a (much clearer) passion for cheering on the Kansas City Chiefs.

Education

  • Jordan earned his Bachelor of Science degree in business administration and finance from Le Moyne College.

Industry Designations

  • Chartered Financial Analyst®

Rochester, NY

500 Linden Oaks #210
Rochester, NY 14625

585.473.3333

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