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Tamara S. Richwine

tamara@cornerstonemgt.net

Professional

Mrs. Tamara Richwine is a Cornerstone Principal and serves as the Chief Financial Officer and Chief Compliance Officer for the firm. In addition to the typical duties of a CFO, her other main responsibilities are focused on the oversight of the portfolio reporting and the trust administration functions of the business which includes all tax document preparation. As CCO, she directs the implementation of the firm's compliance program and endorses the firm's regulatory filings. Other responsibilities include the oversight of the Administrative Staff and Human Resource Management.

Experience

Mrs. Richwine has over 30 years of experience in Financial Services. She began her career with Paine Webber, a national brokerage firm, as a General Securities Registered Representative. She subsequently joined a New York based broker-dealer and gained experience in the areas of operations and compliance. In 1985, she transitioned to a sales position with the investment division of Trust Company Bank as a member of the Personal Investment Group. Prior to joining Cornerstone in 1993, Mrs. Richwine was employed by Covenant Trust Management where she gained expertise in the area of Deferred Giving. Mrs. Richwine’s broad industry experience includes fiduciary accounting and tax reporting for all types of charitable remainder trusts, pooled income funds, gift annuity programs, as well as various types of revocable pools and trusts.

Education

BA Economics, Cum Laude, Clemson University, Clemson, SC - 1982

LifeStyle Giving Mentoring Program Graduate

Enrolled in Crescendo’s Gift College

Personal

Tamara resides in Cumming with her husband Joe, a retired CPA, and they have two daughters, Anna and Kathryn, following in their “financial footsteps.” In her spare time, Tamara enjoys spending time with her extended family and friends, entertaining and reading. Learning to speak Spanish fluently is a personal goal.

 

 

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