![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
Gestore di Portafoglio-Azioni presso
CapFinancial Partners LLC
Profilo
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.
Posizioni attive di Jason S. Garlock
| Società | Posizione | Inizio |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/09/2025 |
Precedenti posizioni note di Jason S. Garlock
| Società | Posizione | Fine |
|---|---|---|
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. | Direttore della Ricerca - Azioni | 01/09/2025 |
Formazione di Jason S. Garlock
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
93
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
