Cornerstone Advisors Asset Management, Inc.

Description

Address: 74 W Broad St, Bethlehem, PA 18018 Phone: (610) 694-0900: : Category: Place name: : Hours: : : : Website: Website: http://www.cornerstone-companies.com/ Category: Business to business service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cornerstone Advisors Asset Management Posting publicly on the Web Write a review Reviews Be the first to review

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Cornerstone Advisors Asset Management, Inc. Employees

Employee
Years
Job
Industry
Kaitlin (Kelly) Lehman Kaitlin (Kelly) Lehman Bethel, Pennsylvania Details
Kaitlin (Kelly) Lehman's Cornerstone Advisors Asset Management, Inc. Experience July 2009 - December 2013
Job Library Director at BethelTulpehocken Library
Industry Libraries
Experience
Bethel-Tulpehocken Library   February 2014 - Present
Kaplan Test Prep & Admissions  January 2014 - Present
Cornerstone Advisors Asset Management, Inc.   July 2009 - December 2013
Kaplan Test Prep  December 2006 - May 2011
The Morning Call  2008 - 2008
East Penn Publishing  2007 - 2007

Skills
Relationship Management, Financial Services, Charitable Gift..., Gift Planning, Account Management, Vendor Management, Writing, Teaching, Communication, Editing, Investment..., Charitable Trusts, Operations Management, Client Development, Academic Tutoring, Copy Editing, Investments, Time Management, Flexibility, Variable Annuities, Trading, Proposal Writing, Investment Policy..., Compliance, Nonprofits, Personal Financial...

Education
Lehigh University   2006 — 2008

Kaplan University   2010 — 2010
Completed CFP Education Program

Phyllis Williams Phyllis Williams Bethlehem, Pennsylvania Details
Phyllis Williams's Cornerstone Advisors Asset Management, Inc. Experience January 2014 - September 2014
Job Registered Principal at Guardian Life
Industry Financial Services
Experience
Guardian Life - Park Avenue Securities   September 2014 - Present
Cornerstone Institutional Investors, Inc.   January 2014 - Present
Cornerstone Advisors Asset Management, Inc.   January 2014 - September 2014
Park Avenue Securities Investment Advisory Services   2004 - 2013
Park Avenue Securities Investment Advisory Services   2000 - 2003
Park Avenue Securities Investment Advisory Services   1997 - 2000
Guardian Life  1990 - 1997
Guardian Life  1987 - 1990

Skills
Series 7, Series 24, FINRA, Securities, Mutual Funds and ETFs, Financial Advisory, Investments, Asset Management, Financial Services

Education
Cedar Crest College
Bachelor of Science, Business Administration Finance

Northampton Community College
Associate of Science (AS), Accounting

Bryan Scalici Bryan Scalici Greater Boston Area Details
Bryan Scalici's Cornerstone Advisors Asset Management, Inc. Experience May 2010 - August 2010
Job Consolidation Coordinator for John Hancock
Industry Financial Services
Experience
John Hancock Financial Services  June 2013 - Present
Galvin Rare Books Room   January 2013 - May 2013
The Writing Center  January 2011 - May 2013
University of Richmond  August 2009 - May 2013
Folio Literary Management  August 2012 - December 2012
Sacred Heart Hospital  May 2012 - August 2012
Cornerstone Advisors Asset Management, Inc.   May 2010 - August 2010

Skills
Public Relations, Public Speaking, Writing, Event Planning, Presentations, Proofreading, Research, Exhibit Design, Social Media, Facebook, Journalism, Microsoft Office, PowerPoint, Microsoft Excel, Exhibit Preparation, Editing, Nonprofits, Fundraising

Education
University of Richmond   2009 — 2013
Bachelor of Arts (BA), English

University College Maastricht   2011 — 2011
Study Abroad

Michael Harmon Michael Harmon Shippensburg, Pennsylvania Details
Michael Harmon's Cornerstone Advisors Asset Management, Inc. Experience May 2015 - May 2015
Job Investment Analyst at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors  October 2015 - Present
Cornerstone Advisors Asset Management, Inc.   May 2015 - May 2015
Gettysburg College  2014 - 2015
Gettysburg College  2011 - 2015
Make Some Noise Foundation - (Pediatric Cancer)   May 2014 - September 2014
Atlantic USA Incorporated   July 2014 - July 2014
United States Military Academy  June 2013 - July 2014
United States Naval Academy  June 2012 - July 2013

Skills
Strategic Negotiations, Leadership, Public Speaking, Organizational..., Research, Project Management, Microsoft Office, Negotiation, Conflict Resolution, Management, Fundraising

Education
Gettysburg College   2011 — 2015
Bachelor's Degree, Organizational Management Studies (OMS) Minor in Business Administration, 3.25

Thomas Scalici Thomas Scalici Allentown, Pennsylvania Area Details
Thomas Scalici's Cornerstone Advisors Asset Management, Inc. Experience 2002 - Present
Job CEO at Cornerstone Institutional Investors, Inc.
Industry Financial Services
Experience
Cornerstone Institutional Investors, Inc.   2002 - Present
Cornerstone Advisors Asset Management, Inc.   2002 - Present

Education
Gettysburg College   1982 — 1986
Business

Trevor Reid, CFA Trevor Reid, CFA Bethlehem, Pennsylvania Details
Trevor Reid, CFA's Cornerstone Advisors Asset Management, Inc. Experience December 2008 - Present
Job Investment Analyst
Industry Financial Services
Experience
Cornerstone Advisors Asset Management, Inc.   December 2008 - Present
Cornerstone Institutional Investors, Inc.   December 2008 - Present
Evergreen Investments  November 2007 - December 2008
Econ Financial Services   May 2006 - September 2006

Skills
Asset Management, Series 7, Investment Management, Securities, Series 63, Hedge Funds, Customer Service, Investments, Equities, Due Diligence, Trading, Uniform Combined State..., Fixed Income, Portfolio Management, Series 66

Education
Siena College   2003 — 2007
BS, Finance

Steve Bazinet Steve Bazinet Portland, Maine Area Details
Steve Bazinet's Cornerstone Advisors Asset Management, Inc. Experience 2001 - 2002
Job Accenture Digital Mobility Strategy at Accenture
Industry Management Consulting
Experience
Accenture  November 2014 - Present
Creative Mobile, LLC   May 2011 - September 2015
Maine Center for Entrepreneurial Development  June 2008 - November 2010
Synergy Partners  2000 - July 2008
Interim Management Associates, LLC   November 2003 - May 2008
The Creative Companies   2002 - 2008
Cornerstone Advisors Asset Management, Inc.   2001 - 2002
FleetBoston Financial, Private Clients Group   1999 - 2000
Creative Printed Solutions   1991 - 1999

Skills
Start-ups, Entrepreneurship, Leadership, Strategic Planning, Mobile Applications, Strategy, Management, Business Strategy, Mergers & Acquisitions, Strategic Partnerships, Mobile Devices, Management Consulting, Outsourcing, Corporate Finance, Nonprofits, Venture Capital, Enterprise Software, Team Building, Executive Management, Corporate Development, Mobile Strategy, Mobile Health, UX Design, Concept Development, mHealth, Product Development, Entrepreneur, Mobile Engagement, Mobile Web Design, Mobile Communications, Wire Framing, Site Maps, Project Management, User-centered Design, Financial Analysis, Non-profits, prototyping, Fundraising, HIPAA, Scrum, Agile Project Management

Education
Investment Banking Institute   2008 — 2008

University of North Carolina at Chapel Hill   2001 — 2002

Boston University Questrom School of Business   1996 — 1997

Plymouth State University   1982 — 1986
BS

Kyle Shope Kyle Shope Troy, Michigan Details
Kyle Shope's Cornerstone Advisors Asset Management, Inc. Experience July 2013 - July 2013
Job Summer Analyst at Stanwich Advisors LLC
Industry Financial Services
Experience
Stanwich Advisors LLC  June 2015 - Present
PNC  June 2014 - August 2014
Cornerstone Advisors Asset Management, Inc.   July 2013 - July 2013

Skills
Microsoft Excel, Economics, Finance, Analysis, Time Management, Stock Market Analysis, Financial Analysis

Education
Gettysburg College   2012 — 2016
Bachelor of Arts (B.A.), Economics

Chris Lakatosh, CFP® Chris Lakatosh, CFP® Bethlehem, Pennsylvania Details
Chris Lakatosh, CFP®'s Cornerstone Advisors Asset Management, Inc. Experience March 2004 - Present
Job Principal & Senior Consultant at Cornerstone Institutional Investors, Inc.
Industry Financial Services
Experience
Cornerstone Institutional Investors, Inc.   March 2004 - Present
Cornerstone Advisors Asset Management, Inc.   March 2004 - Present

Skills
Retirement Planning, Wealth Management, Investments, Asset Management, Strategic Financial..., Insurance, Financial Advisory, Securities, Retirement, Management, Strategic Planning, Series 7, Asset Allocation, Financial Services, 401k, Mutual Funds, Financial Risk

Education
Bloomsburg University of Pennsylvania   1999 — 2001
B.S., Finance

Ursinus College   1996 — 1998
Economics and Business Administration

Tyler Papaz Tyler Papaz Allentown, Pennsylvania Area Details
Tyler Papaz's Cornerstone Advisors Asset Management, Inc. Experience June 2013 - Present
Job Senior Consultant at Cornerstone Institutional Investors, Inc.
Industry Financial Services
Experience
Cornerstone Institutional Investors, Inc.   June 2013 - Present
Cornerstone Advisors Asset Management, Inc.   June 2013 - Present
MetLife  August 2005 - June 2013

Skills
Retirement, Investment Strategies, Employee Benefits, Small Business, FINRA, Succession Planning, Retirement Planning

Education
Lehigh University   2011 — 2014
MBA

Lafayette College   2001 — 2005
Bachelor of Arts (B.A.), Economics

Laura Gulla Laura Gulla Bethlehem, Pennsylvania Details
Laura Gulla's Cornerstone Advisors Asset Management, Inc. Experience April 2004 - December 2013
Job Accounts Payable Coordinator at RCN
Industry Telecommunications
Experience
RCN  August 2014 - Present
Cornerstone Benefits, Inc.   April 2004 - December 2013
Cornerstone Institutional Investors, Inc.   April 2004 - December 2013
Cornerstone Advisors Asset Management, Inc.   April 2004 - December 2013
Fleet Bank  1996 - 2002

Skills
Accounts Payable, Accounts Receivable, Bank Reconciliation, Invoicing, Account Reconciliation, Financial Statements, Payments, Mutual Funds, Accruals, Management, Credit, Insurance, Journal Entries, Access, Accounting, Financial Reporting, Series 7, Uniform Combined State..., Loans, Financial Accounting, Series 66, GAAP, Time Management, Cash Management, Financial Statement...

Education
DeSales University   1998 — 2003
BS, Accounting/Finance

Brandywine College   1983 — 1985
Associate's degree, Executive Assistant/Executive Secretary

Mark Wickware Mark Wickware New York, New York Details
Mark Wickware's Cornerstone Advisors Asset Management, Inc. Experience July 2012 - March 2014
Job Associate at Trident Brokerage Services LLC
Industry Financial Services
Experience
Trident Brokerage Services LLC   March 2014 - Present
Cornerstone Advisors Asset Management, Inc.   July 2012 - March 2014
Toyota  May 2011 - August 2011

Skills
Investments, Asset Management, Portfolio Management, Financial Analysis, Capital Markets, Financial Modeling, Bloomberg, Financial Advisory, Microsoft Excel, Leadership

Education
Lehigh University - College of Business and Economics   2008 — 2012
Bachelor of Science (BS), Finance

Additional Education & Licenses

Len Hunsicker Len Hunsicker Harrisburg, Pennsylvania Details
Len Hunsicker's Cornerstone Advisors Asset Management, Inc. Experience May 2013 - September 2014
Job Linehaul Driver at ABF Freight, Inc.
Industry Transportation/Trucking/Railroad
Experience
ABF Freight  November 2014 - Present
Cornerstone Institutional Investors, Inc.   May 2013 - September 2014
Cornerstone Advisors Asset Management, Inc.   May 2013 - September 2014
The Vanguard Group  September 2005 - July 2011
The Vanguard Group  June 2004 - September 2005
The Vanguard Group  April 2000 - June 2004
Vanguard  February 1999 - April 2000
Montgomery Newspapers  June 1996 - December 1999

Skills
Visio, Data Analysis, Financial Services, Leadership, Microsoft Excel, Access, PowerPoint, Business Analysis, Process Improvement, Training, Management, Human Resources, Microsoft Office, Outlook, Customer Service, Microsoft Word, SDLC, Analysis, Quality Assurance, Fundraising

Education
Immaculata University   2009 — 2012
B.A., Information Technology for Business, 3.86

Christopher G. Derocher Christopher G. Derocher Bethlehem, Pennsylvania Details
Christopher G. Derocher's Cornerstone Advisors Asset Management, Inc. Experience September 2014 - Present
Job Client Account Manager at Cornerstone Institutional Investors, Inc.
Industry Financial Services
Experience
Cornerstone Advisors Asset Management, Inc.   September 2014 - Present
Cornerstone Institutional Investors, Inc.   September 2014 - Present
Ascensus  January 2009 - September 2014
Bisys / Ascensus   October 2004 - December 2008
Rohm and Haas  2001 - 2004
Towers Perrin  1995 - 2001
Preferred Benenfits Corporation   April 1994 - December 1995

Skills
ERISA, Qualified Retirement..., 401(k), Retirement, Microsoft Office, Microsoft Word, Program Management, Financial Analysis, Analysis, Process Improvement, Call Centers, Administration, Public Speaking, Accounting, Asset Management, Financial Services, Management, Relationship Management

Education
University of Maryland College Park   1986 — 1989
Bachelor's degree, English Language and Literature/Letters

St. John's College   1984 — 1986
Liberal Arts and Sciences/Liberal Studies