![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
Portfolio Manager-Equities at
CapFinancial Partners LLC
Profile
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.
Jason S. Garlock active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 01/09/2025 |
Former positions of Jason S. Garlock
| Companies | Position | End |
|---|---|---|
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. | Director of Research - Equity | 01/09/2025 |
Training of Jason S. Garlock
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
93
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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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