Team

Cornerstone is privately owned, which means we are not influenced by a larger corporate entity that may not be as sensitive to the needs of each client. We take a personal and professional interest in our clients’ missions and purposes.

Leadership

Tamara S. Richwine

Chief Compliance & Financial Officer & Planned Giving Director

Bryan C. Taylor, CFA

Chief Executive Officer &
Chief Investment Officer

Winters Richwine,
CFA, CPA

Chief Operating Officer & Investment Consultant

Chad Crawford, CIMA®

Lead Portfolio Manager & Investment Consultant

Our Team

Susan Bracken

Investment Reporting Manager

Cheryl Cunningham

Trust & Investment Reporting Senior Associate

Andi Frant

Planned Gift Administration Associate

Alina Frant

Portfolio Administrator

Sheree Mapp

Investment Operations Manager

Kathryn Massoni, CFA, CIMA®

Junior Portfolio Manager

Alina Nasui

Planned Gift Tax Associate

Andrea Preissler

Gift Annuity Program Manager

Karen Sillay

Business Development & Marketing Director

Lisa Smith, IACCP®

Compliance Manager

Sydney Walden

Finance Associate

Colby Wright

Investment Analyst

Outside Counsel

Emil Kallina,
Attorney at Law

Planned Gift Legal Counsel

Cornerstone Management connects you with a team of professionals who will help your organization grow and thrive.

Contact us