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 Compliance & 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

Trust & Investment Reporting Senior Associate

Planned Gift Administration Associate

Portfolio Administrator

Investment Operations Manager

Investment Analyst

Investment Operations Associate

Planned Gift Tax Associate

Gift Annuity Program Manager

Business Development & Marketing Director

Compliance Manager

Planned Gift Senior Consultant

Gift Annuity Program Associate

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