Colin Desrosiers, CFP®

Head of Portfolio Management Services at Cobblestone Capital Advisors, LLC.
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Contact Information
us****@****om
(386) 825-5501
Location
Rochester, New York, United States, US
Skills

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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Mar, 2021
    - Nov, 2024

Experience

  • Cobblestone Capital Advisors, LLC.
    • Financial Services
    • 1 - 100 Employee
    • Head of Portfolio Management Services
      • 2014 - Present

      I am responsible for directing the firm’s junior portfolio management resources and overseeing the portfolio implementation process. Additionally, I serve as Senior Portfolio Manager where I'm responsible for designing and executing asset allocation plans for clients according to their needs. Lastly, I server as a member of the investment committee. I am responsible for directing the firm’s junior portfolio management resources and overseeing the portfolio implementation process. Additionally, I serve as Senior Portfolio Manager where I'm responsible for designing and executing asset allocation plans for clients according to their needs. Lastly, I server as a member of the investment committee.

  • Liberty Home Funding
    • United States
    • Banking
    • Loan Processor
      • 2012 - 2013

  • University of Rochester Medical Center
    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Laboratory Researcher
      • 2010 - 2011

      Conducted research in the Alan Grossfield lab on antimicrobial lipopeptides via computer simulation. Conducted research in the Alan Grossfield lab on antimicrobial lipopeptides via computer simulation.

Education

  • University of Rochester - William E. Simon Graduate School of Business Administration
    Master of Business Administration - MBA, Finance & Competitive and Organizational Strategy
    2012 - 2014
  • University of Rochester
    Bachelor of Science - BS, Biochemistry
    2008 - 2012

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