![Jason S. Garlock](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>)
Jason S. Garlock
Gestionnaire de Portefeuille-Actions chez
CapFinancial Partners LLC
Profil
Mr. Jason S.
Garlock, CFA, is an Investments Principal at CapFinancial Partners LLC.
He supports the relationship management team by working with clients directly on management of their investment portfolios.
Prior to Cobblestone Capital Advisors joining CAPTRUST in 2025, Mr. Garlock served as the Chief Investment Officer for Cobblestone.
He earned his Bachelor of Science degree in civil engineering from Cornell University.
Postes actifs de Jason S. Garlock
| 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 Jason S. Garlock
| 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. | Directeur de la Recherche - Actions | 01/09/2025 |
Formation de Jason S. Garlock
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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 |
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