Nick Stoner

Investment Associate

Professional

Mr. Nicholas (Nick) Stoner is an Investment Associate for Cornerstone. His role includes supporting the portfolio management function, preparing fiduciary reports for our institutional clients, and contributing to ongoing manager due diligence. Nick leads the annual Required Minimum Distribution (RMD) process for our individual clients and assists with drafting and updating Investment Policy Statements.  

Experience

Nick has nearly a decade of experience in the financial services industry. Prior to joining Cornerstone in 2026, he worked at Capital Group (American Funds), where he specialized in retirement accounts. He was responsible for processing advanced financial transactions on qualified accounts such as IRA beneficiary claims, excess contribution removals, and strategic IRA/Roth recharacterizations. In this role he supported financial advisors and investors by addressing technical questions and serving as a subject matter expert in RMDs and IRA contributions.

Earlier in his career, Nick served as a financial advisor with both Edward Jones and Northwestern Mutual. During this time, he built comprehensive financial plans, conducted client meetings, and helped individuals and families work toward their long-term financial goals.

Education

BA Sociology, Indiana University – 2015

Successfully passed the Securities Industry Essentials Examination

Previously held Series 7 and 66 licenses

Honors and Awards

Indiana University Football and Track Varsity Letter Winner (2011-2015)

1st Team NCAA All-American (Track, 2012)

Academic All-Big Ten (2012, 2013, 2014)

Personal

Nick lives in Lawrenceville with his wife, Lily, their children—Henry, Jack, Sam and Lila—and their golden retriever, Charlie. Outside of work, he enjoys spending time with his family, staying active, watching the Indiana Hoosiers, and being involved in his local church.