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Kathryn Richwine

kathryn@cornerstonemgt.net

Professional

Ms. Kathryn Richwine is a Portfolio Administrator 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. Kathryn holds the Series 65 Uniform Investment Advisor Law License. She joined the Cornerstone team in 2016.

Education

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

Personal

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

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