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Winters Richwine, CFA, CPA

winters@cornerstonemgt.net

Professional

Mr. Winters Richwine joined Cornerstone in 2013 as a Portfolio Manager & Tax Associate.  He creates and manages client portfolios, supports manager selection decisions and prepares Charitable Remainder Trust tax returns.

Experience

Mr. Richwine began his career in the financial services industry in 2005 as a Staff Auditor at Deloitte with a focus on utilities companies.  He then joined SunTrust Robinson Humphrey as an Investment Banking Analyst where he analyzed CDOs and asset securitization transactions.  After earning his MBA, Mr. Richwine joined Raymond James (formerly Morgan Keegan) as an Investment Banking Associate where he managed merger and acquisition transactions across multiple industries.  Most recently, Mr. Richwine was a Finance Manager at Home Depot and led the sales and gross margin planning process for the company's US stores.

Education

BBA Finance and Accounting, First Honor Graduate and With Highest Honors, University of Georgia, Athens, GA - 2004

MAcc (Master of Accountancy), University of Georgia, Athens, GA - 2005

MBA Capital Markets and Corporate Finance, Woodruff Scholar, Goizueta Business School (Emory University), Atlanta, GA - 2011

Chartered Financial Analyst ® (CFA)

Certified Public Accountant (CPA)

Previously held Series 7, General Securities Representative, Series 79, Investment Banking Representative & Series 63 Uniform Securities Agent, State Law licenses

Personal

Winters enjoys watching the Atlanta professional sports teams and spending time with his wife Lynleigh, son Sam, and dog Liz.  Winters serves on the finance committee of Peachtree Road United Methodist Church and is a mentor in the Goizueta Business School Mentor Program.

Appearances

Upcoming

Bryan C. Taylor will attend

Christian Investment Summit

in The Cove, Ashville, NC

Learn More