Rockbridge Named #81 on CNBC's Top 100 Fee Only Wealth Mgmt Firms List
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  • Syracuse, NY Rockbridge Investment Management

Claire Kobylanski

How I got here:

“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. As my love for the industry grew, I wanted to find a place where I could professionally grow as well.  Working as an advisor at Rockbridge has allowed me to blend my love of people and finance; I can organize the financial lives of our clients while always putting their best interest first.”

Favorite part of the job:

“I love working with people, and helping them make sense of their financial situation. A person’s wealth is one of the most integral parts of their life, but it can also be one of the most complex. Being able to simplify a person’s finances and ease some of their worry is truly a rewarding experience.”


LinkedIn Profile


Economics (B.S.) and Business Administration (B.S.) from Elmira College
Candidate for CFP® certification

Beneath the surface:

Claire lives in Cicero with her husband, James, and two cats, Bell and Khan. Outside the office, Claire is an avid thespian. She has been performing in plays and musicals through school and the community for much of her life, and has recently tried her hand at directing. Claire also enjoys traveling the local trivia circuit, and spending time with her family and friends.


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