Mr. Taylor earned his Chartered Financial Analyst (CFA) designation in 2003 and currently serves as the Chief Investment and Executive Officer for Cornerstone. He is a popular speaker on all aspects of investment management, having conducted numerous training seminars for the staff and boards of various Christian non-profit organizations.
Mr. Tyler co-founded Cornerstone Management Inc. in 1991 and currently serves as President of the firm. Mr. Tyler assists Cornerstone clients by providing consulting for split-interest gifts, assisting with the completion of planned gifts, and ensuring gifts meet the needs of both the donor and the institution.
Kathryn Massoni, CIMA®
Mrs. Massoni has served as an Investment Analyst for Cornerstone since 2016. She earned her Certified Investment Management Analyst® (CIMA) credential from the Investments & Wealth Institute™ following completion of the accredited executive education program at the Yale School of Management.
Mrs. Preissler has been the Gift Annuity Program Manager for Cornerstone since 2015. She provides support for annuity distributions, database maintenance, new contract review, state registration reporting and support, and gift annuity audit support.
Mr. Richwine is a Cornerstone Principal and serves as Chief Operating Officer of the firm. He is a frequent presenter on relevant planned giving topics at industry conferences for Christian non-profit organizations.