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Kathryn Massoni, CIMA®

kathryn@cornerstonemgt.net

Professional

Mrs. Kathryn Massoni 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

Mrs. Massoni 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, Mrs. Massoni gained experience with audit procedures and worked as a liaison with state auditors. Mrs. Massoni 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. Mrs. Massoni joined the Cornerstone team in 2016.


Education

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

Successfully passed the Series 65 Investment Adviser Law Exam

Certified Investment Management Analyst® (CIMA)

Personal

Kathryn and her husband Steve live in New York City, where they enjoy experiencing all the city has to offer--especially the Broadway shows, museums, and exciting food scene. She enjoys spending time with family and friends, reading, running, cooking, and traveling.

Appearances

Recent

Bryan C. Taylor attended

DILA Conference

in Baltimore, MD

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Recent

Chad Crawford attended

DILA Conference

in Baltimore, MD

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Recent

Karen Sillay attended

Practical Planned Giving Conference

in San Diego, CA

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Recent

Karen Sillay attended

Missio Nexus Mission Leaders Conference

in Orlando, FL

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