COMPANY HISTORY

1991
1995
2009
2014
2015
2018

1991

IN THE BEGINNING…

Craig Buckhout and Bob Ryan left corporate America to start an independent investment advisory firm. The original firm, Disciplined Capital Management, was launched in Craig’s garage with one client. Their focus was on advising large corporate and institutional clients on an evidence-based investing approach to portfolio management.

1995

FOCUS TURNS TO MANAGING FAMILY WEALTH

With the success of the evidence-based investing approach to portfolio construction, the firm added investment management for individual and families.

2009

THE ROCKBRIDGE NAME IS BORN

Recognizing that Institutions and families have very different investing needs, Rockbridge Investment Management was created to solely focus on individuals, families and small business retirement plans. Patrick Rohe joined the firm and eventually becomes Rockbridge’s 3rd partner. We end the year managing $196MM for 389 client families.

2014

ROCKBRIDGE MOVES TO NEW DOWNTOWN SPACE, RANKED BY CNBC TOP 100 ADVISORY FRIM

Rockbridge and Disciplined Capital Management merge their respective family wealth management businesses, retaining the Rockbridge name. Managed assets more than doubles to $423MM and we pass 450 clients. The firm grows to 11 employees and we make a move to the historic Merchants Commons building in downtown Syracuse with amazing views from the 9th floor rooftop patio. Rockbridge is also named a top 100 wealth management firm by CNBC.

2015

A MERGER AND ADDITIONAL COMPREHENSIVE PLANNING

Salt City Financial Planning merges with Rockbridge and owner Ed Barno joins the firm as the 4th Partner. David Carroll joins the firm and after 2 years becomes Rockbridge’s youngest partner. The firm continues to focus on investment management and comprehensive financial planning becomes a core offering to existing and prospective clients.

2018

ROCKBRIDGE CONTINUES TO EXPERIENCE RECORD GROWTH

Managed assets grows to $708MM and the number of families that we serve surpasses 750. Number of employees increases to 16, all based in Central NY. Rockbridge is the largest Syracuse based independent fee-only investment advisory firm. The firm has 6 partners and a well thought out succession plan to be sure the firm endures beyond its founding members.

OUR TEAM

Click on each photo to learn more.

Craig Buckhout
Craig BuckhoutCFA, CPWA®
In the early 1990s it became clear to us that ordinary people were going to need help managing their substantial savings, as 401(k) plan assets began to replace pensions as a source of retirement income.
Anthony Farella
Anthony FarellaCFP®
I’ve always had an interest in financial planning. Initially my research and studies were put to use in my own personal investments, around the time our first son was born.
Patrick Rohe
Patrick RoheCFP®
Upon graduation from Cornell University, I was recruited by a large brokerage firm. After months of sales training and minimal help in understanding even the basics of investing, I quickly learned that the brokerage firm model was not for me.
Edward Barno
Edward Barno CPWA®
After years in Public Accounting and Corporate Finance, followed by being a business owner, my interests turned towards helping individuals and families address many of the same issues I experienced as an individual investor. These included developing and implementing the best long-term investment strategy.
David Carroll
David CarrollCFP®
I have always been passionate about financial planning. After graduating from Le Moyne College, I worked for a large financial services firm, where I soon realized commission-based brokerage investing wasn’t aligned with my beliefs.
Kevin Sullivan
Kevin SullivanCFP®
After spending over 25 years in local bank-related investment management and trust departments I am delighted to join the professionals at Rockbridge, where the focus is advising clients on wealth management and financial well-being – with proper retirement and estate planning goals in mind.
 Robert Ryan
Robert RyanPhD
Having established our initial investment advisory business in 1991, it’s become important to ensure what we’ve built since then will endure. Dedicated to applying the academic principles of investment management to individual and institutional clients, RJR Associates and Rockbridge Investment Management share a heritage and commitment to a common investment philosophy.
Claire Kobylanski
Claire Kobylanski
Growing up with two accountants as parents, I always knew I wanted a career in finance. When I graduated from Elmira College, I worked in operations and support for an investment firm.
Ethan Gilbert
Ethan GilbertCFA, CFP®
After graduating from Cornell University, I worked in finance in New York City at Bank of America and Bridgewater Associates. After several years away from home, I knew I wanted to end up in Central New York and wanted my work to involve helping individuals and families.
Michael Antonacci
Michael AntonacciJD
After graduating from law school, I got a job at a large firm working with ultra-affluent families. The work was interesting and challenging, but I soon realized that the values and culture of a large firm were not for me.
Nicholas Stancato
Nicholas Stancato
I’m a Mechanical Engineer by education and I came to Rockbridge after working for General Electric for 11 years. At GE I managed a team of 14 engineers that developed custom inspection technologies for the Aerospace, Oil & Gas, Automotive and Power Generation industries.
Zach DeBottis
Zach DeBottis
While earning my bachelor’s degree in accounting from SUNY Geneseo, I was able to land an internship position at Rockbridge. From there, I developed a real passion for what Rockbridge brings to their clients’ lives.
Julie Murfitt
Julie Murfitt
Growing up, everyone predicted I would be a secretary (it must have been all those term papers I typed for everyone). From my first position at Bond, Schoeneck & King as a legal secretary, I always wanted to learn as many new computer software programs as I could.
Patti Edwards
Patti Edwards
As former manager of the investor relations area of a large Northeast farm cooperative, I realized how important it was for individuals to have someone they could feel comfortable with and continually work with to help them make investing for their future as simple and painless as possible.
Julia Conlan
Julia Conlan
I previously worked at a private software company specializing in college athletics located on the Syracuse University Campus. During the course of my time there I was able to implement administration measures to manage the office and interact with various professionals.
Richard Schlote
Richard Schlote
My 25 years in Human Resources and benefits administration made me very sensitive to issues related to retirement planning. My passion was in benefits administration in health and retirement plans.
Edward A. Petronio
Edward A. PetronioPhD
I have worked in the investment field for over 35 years with a number of companies as well as my own independent financial advisory firm. In my experience, the traditional financial services industry is failing to serve investors properly. My mission has been to do what I can to correct that.
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GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting