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.


Chief Financial Officer & Planned Giving Director

Chief Executive Officer &
Chief Investment Officer

Chief Operating Officer & Investment Consultant

Lead Portfolio Manager & Investment Consultant

Our Team

Investment Reporting Manager

Client Service Associate

Trust & Investment Reporting Senior Associate

Planned Gift Administration Associate

Portfolio Administrator

Investment Operations Manager

Junior Portfolio Manager

Planned Gift Tax Associate

Gift Annuity Program Manager

Director of Business Development

Director of Business Development & Marketing

Chief Compliance Officer

Investment Analyst

Finance Associate

Outside Counsel

Planned Gift Legal Counsel

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