Rochester, New York, October 15, 2025 – Harter Secrest & Emery LLP (HSE), a full-service business law firm with offices throughout New York, recently served as legal counsel to Cobblestone Capital Advisors, LLC in connection with its combination with CAPTRUST Financial Advisors, a national investment advisory firm headquartered in Raleigh, North Carolina.
Cobblestone Capital Advisors, based in Rochester, NY, provides investment management, wealth management, private investments, and family office services. The firm manages approximately $3.1 billion in assets and is led by CEO John DiPasquale, Chief Investment Officer Jason Garlock, and Managing Director of Business Development Chris Mooney. The transaction marks CAPTRUST’s first expansion into Upstate New York and adds 42 professionals to its team, including 15 advisors.
Harter Secrest & Emery’s legal team was led by partners Thomas R. Anderson and Jonathan R. Jasinski, who advised Cobblestone on all legal aspects of the transaction, with support from Edward J. Pelta and Derick R. White. Additional attorneys who contributed to our representation of Cobblestone include:
- Employee Benefits and Executive Compensation – Mark Wilson, Christopher Potash, John W. Brill and Malaz K. Moustafa
- Labor & Employment – Benjamin E. Mudrick and Edward J. Steve
- Privacy & Data Security – F. Paul Greene and Mark J. Stuhlmiller
- Intellectual Property – Timothy W. Menasco
HSE’s Mergers and Acquisitions practice regularly represents clients in transactions involving investment advisory and wealth management firms, including Registered Investment Advisers (RIAs) and Broker-Dealers (BDs).
With top-tier rankings from Chambers USA and Best Law Firms®, Harter Secrest & Emery’s M&A team counsels clients ranging from startups to large public companies in transactions valued from several million to over one billion dollars., in connection with transactions ranging in value from several million to over one billion dollars.
About Harter Secrest & Emery LLP
Harter Secrest & Emery LLP is a full-service business law firm with attorneys throughout New York representing clients ranging from individuals and family-owned businesses to Fortune 100 companies and major regional institutions. With offices in Rochester, Buffalo, Albany, Corning, and New York City, New York, the firm and its attorneys are consistently recognized by the industry’s leading law firm and attorney ranking programs, including Chambers and Partners, Best Law Firms® and The Best Lawyers in America®.