Jordan M. Millner

Jordan M. Millner

Analyst-Equity presso Cobblestone Capital Advisors LLC

Finance
Consumer Services

Profilo

Mr. Jordan M.
Millner
, CFA, is a Portfolio Manager & Senior Investment Analyst at Cobblestone Capital Advisors LLC.
He develops asset allocations that attempt to maximize risk-adjusted returns in an effort to meet clients’ needs and goals.
Additionally, he is a named Portfolio Manager on a collection of the firm’s public market equity strategies.
He serves as a board member with the CFA Society of Rochester and with Penfield Little League Baseball.
Mr. Millner is a past finance committee member of Our Lady Queen of Peace Parish in Brighton.
He received a Bachelor of Science degree in Finance from Le Moyne College and has earned the Chartered Financial Analyst designation.

Posizioni attive di Jordan M. Millner

SocietàPosizioneInizio
Analyst-Equity 01/01/2010
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Formazione di Jordan M. Millner

Le Moyne College Undergraduate Degree

Esperienze
Posizioni ricoperte

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Aziende private

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Relazioni

10

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Donna

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Aziende private1

Finance

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