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Winters Richwine, CFA, CPA

winters@cornerstonemgt.net

Professional

Mr. Winters Richwine serves as Chief Operating Officer of the firm. His coverage areas include portfolio construction/asset allocation, manager diligence, client presentations, and charitable trust tax preparation. Mr. Richwine has been a speaker at the Christian Leadership Alliance (CLA) Outcomes Conference, Denominational Investors & Loan Administrators (DILA) Conference, and Lifestyle Giving training events.

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. Before coming to Cornerstone in 2013, 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 as well as the Administrative Board of Peachtree Road United Methodist Church and is a mentor in the Goizueta Business School Mentor Program.

Appearances

Feb 6, 2018

Lifestyle Giving Training Event, Speaker

Appearances

Upcoming

Bryan C. Taylor
is speaking at

CCCU International Forum

in Dallas, TX

Learn More
Upcoming

Karen Sillay will attend

CCCU International Forum

in Dallas, TX

Learn More
Upcoming

Bryan C. Taylor
is speaking at

Lifestyle Giving Training Event

in Atlanta, GA

Upcoming

Winters Richwine
is speaking at

Lifestyle Giving Training Event

in Atlanta, GA