Kathryn Massoni, CFA, CIMA®

Junior Portfolio Manager

Professional

Mrs. Kathryn Massoni is a Junior Portfolio Manager 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 joined the Cornerstone team in 2016. She 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. Mrs. Massoni is a CFA® charterholder, one of the highest distinctions in the investment profession. The CFA credential demonstrates superior competency in advanced portfolio management, financial expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice.

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) – 2018

Chartered Financial Analyst® (CFA) – 2022

Personal

Kathryn lives in Atlanta with her husband Steve and dog Ruby. She enjoys spending time with family and friends, reading, running, cooking, and traveling.