Stock Transfer Procedures

By Electronic Transfer

  • To ensure we track the transfer properly and credit your record for this gift, please inform Lia Locey at (585) 256-6110. Please include your name, the name of the stock, and date of the transfer, the number of shares, and the approximate value of the gift. Also, please include the fund to which this gift should be credited (e.g. The Annual Fund, Scholarship Endowment, Financial Aid, etc.)
  • Instruct your broker to contact McQuaid Jesuit’s investment advisor to execute the transfer:

Mr. Timothy Shanahan
Cobblestone Capital Advisors
500 Linden Oaks, Ste. 210
Rochester, NY 14625

Phone: (585) 473-3333
Email: tjs@cobblestonecap.com

  • McQuaid Jesuit’s account information is:
    • Fidelity Account Number: 645-312633
  • Wire Instructions:
    • Wire to J.P. Morgan Chase Bank, NY, One Chase Manhattan Plaza, New York, NY 10005
    • ABA#: 021000021
    • For Credit to: National Financial Services, LLC
    • Account Number: 066196-221
    • FBO: McQuaid Jesuit
    • For further credit to Account Number 645-312633
  • Tax exempt number: 16-0781584
  • DTC number: 0226

Questions? Contact: