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Kathryn Richwine, CIMA®

kathryn@cornerstonemgt.net

Professional

Ms. Kathryn Richwine is an Investment Analyst for Cornerstone. She is responsible for the periodic rebalancing of accounts and systematic distributions from the firm’s portfolios. She works closely with Cornerstone’s Portfolio Managers in the examination and monitoring of asset allocation, cost structures, capital gains budgeting, liquidity, spending analysis, and implementation modeling.

Experience

Ms. Richwine began her career as a Tax Accountant at Georgia-Pacific and was a member of the Indirect Tax Group. She completed various projects within the Tax Planning, Audit, and Compliance areas. During her tenure with her previous employer, Ms. Richwine gained experience with audit procedures and worked as a liaison with state auditors. She holds the Series 65 Uniform Investment Advisor Law License. Ms. Richwine also obtained the 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. The CIMA certification is regarded as the peak international, portfolio construction program for investment consultants. Ms. Richwine joined the Cornerstone team in 2016.


Education

BBA Finance and International Business, Cum Laude, University of Georgia, Terry College of Business - 2015

Certified Investment Management Analyst® (CIMA)

Personal

Kathryn lives in Buckhead and enjoys reading, running, cooking, and traveling.

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