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Winters Richwine, CFA, CPA

winters@cornerstonemgt.net

Professional

Mr. Winters Richwine is a Cornerstone Principal and serves as Chief Operating Officer of the firm.  In this role, Mr. Richwine develops and implements firm initiatives regarding process and efficiency. He also supports the portfolio management and charitable trust tax teams. In these fields, 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

Recent

Bryan C. Taylor spoke at

Crescendo Planned Giving Conference

in Orlando, FL

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Recent

Karen Sillay attended

DILA Conference

in Las Vegas, NV

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Recent

Ray Tyler attended

Crescendo Planned Giving Conference

in Orlando, FL

Learn More
Recent

Karen Sillay attended

Missio Nexus Conference

in Orlando, FL

Learn More