ROCKBRIDGE INVESTMENT MANAGEMENT, LLC of SYRACUSE, NY is an SEC-registered investment adviser (CRD 115754). Regulatory assets under management: $1.8B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Ryan C John | CHIEF INVESTMENT OFFICER; MANAGER; SHAREHOLDER | York, PA |
| Craig Allen Buckhout | MANAGER | — |
| Anthony Robert Farella | MANAGER | — |
| Patricia Anne Edwards | CHIEF COMPLIANCE OFFICER | — |
| Patrick Eugene Rohe | CHIEF EXECUTIVE OFFICER | — |
| David Matthew Carroll | MANAGER | — |
| Nicholas Anthony Stancato | CHIEF OPERATING OFFICER | — |
| EDWARDS PATRICIA | CCO; CHIEF COMPLIANCE OFFICER | — |
| BUCKHOUT CRAIG ALLEN | MANAGER; SHAREHOLDER | — |
| FARELLA ANTHONY | MANAGER | — |
| HABIB MARY | CHIEF COMPLIANCE OFFICER | — |
| VAN ERDEN DALE HERBERT | MEMBER | — |
| CARROLL DAVID MATTHEW | MEMBER | — |
| EDWARDS PATRICIA A | CHIEF COMPLIANCE OFFICER | — |
| BARNO EDWARD JOHN | MEMBER | — |
| ROHE PATRICK EUGENE | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| WELLS GEOFFREY ALAN | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| BURNS DOUGLAS R | MEMBER | — |
| FARELLA ANTHONY ROBERT | MANAGER | — |
| EDWARDS PATRICIA ANNE | CHIEF COMPLIANCE OFFICER | — |
| BURNS DOUGLAS R MI ONLY | MEMBER | — |
| GILBERT ETHAN DAVID | MEMBER | — |
| Stancato Nicholas Anthony | CHIEF OPERATING OFFICER; MEMBER | — |
| David Krawczyk | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CAZENOVIA | NY | 1 | — |