Cornerstone Advisors, Inc. (Bellevue, WA)

Description

Address: 225 108th Ave NE #400, Bellevue, WA 98004 Hours: Closed ⋅ Opens 8AM Wed Tuesday8AM–4PMWednesday8AM–4PMThursday8AM–4PMFriday8AM–4PMSaturdayClosedSundayClosedMonday8AM–4PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (425) 646-7600 Appointments: buildbeyond.com: Website: : : Place name: Category: : : : Website: http://www.buildbeyond.com/ Category: Financial Planner 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. 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 Posting publicly on the Web Write a review Reviews 1 Google review From Cornerstone Advisors Unable to add this file. Please check that it is a valid photo. "Financial advisor of wealth management, investment, family office services. Find Cornerstone Advisors in Seattle, Bellevue Washington and Anchorage, Alaska." Latest PostsPosts from Cornerstone Advisors View previous posts on Google

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Cornerstone Advisors, Inc. (Bellevue, WA) Employees

Employee
Years
Job
Industry
Isaac Gray, JD MBA Isaac Gray, JD MBA Seattle, Washington Details
Isaac Gray, JD MBA's Cornerstone Advisors, Inc. (Bellevue, WA) Experience March 2014 - Present
Job Fund Administration at Cornerstone Advisors, Inc. (Bellevue, WA)
Industry Investment Management
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   March 2014 - Present

Skills
Portfolio Management, Microsoft Excel, Finance, Financial Modeling, Equities, Financial Markets, Financial Analysis, Analysis, Equity Research Analysis, Portfolio Development, Equity Trading, Corporate Finance, Financial Research, Emerging Markets, Hedge Funds, US GAAP

Education
Seattle University School of Law   2006 — 2009
J.D., Banking, Corporate, Finance and Securities Law

Western Washington University   2011 — 2013
MBA, Finance

Seattle University   2003 — 2006
Bachelor of Arts (B.A.), Political Science, Cum Laude

Kimberly (LaRowe) Doolittle Kimberly (LaRowe) Doolittle Seattle, Washington Details
Kimberly (LaRowe) Doolittle's Cornerstone Advisors, Inc. (Bellevue, WA) Experience October 2014 - September 2015
Job Associate Client Manager at Cornerstone Advisors, Inc. (Bellevue, WA)
Industry Financial Services
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   October 2014 - September 2015
J.P. Morgan   September 2011 - October 2014
J.P. Morgan   September 2008 - September 2011
Citadel Investment Group  December 2007 - August 2008
Smith Rothchild Financial  September 2005 - December 2007

Education
University of Michigan   2001 — 2005
BA, English

Stephen Skerritt Stephen Skerritt Greater Seattle Area Details
Stephen Skerritt's Cornerstone Advisors, Inc. (Bellevue, WA) Experience October 2014 - Present
Job Developer at Cornerstone Advisors, Inc. (Bellevue, WA)
Industry Computer Software
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   October 2014 - Present
Drug Free Business   May 2010 - September 2014
Volt at Microsoft  December 2008 - April 2009
Excell at Microsoft   2009 - 2009
Insight Global  May 2008 - December 2008
CRISTA Ministries  October 2006 - March 2008
Blackfoot Telephone, Coop.   2004 - 2006
Martin Group  1998 - 2004
Education Logistics  1991 - 1998
Logistic Systems  1991 - 1991

Skills
SharePoint, Microsoft SQL Server, Visual Studio, ASP.NET, Databases, C#, Visual Basic, SSRS, VB.NET, SQL, Visio, XML, SSIS, Access, Programming, Powershell, Servers, Web Development, System Administration, Operating Systems, IIS, Database Design, T-SQL, .NET, Software Development, JavaScript, Database Administration, CSS, HTML, jQuery

Education
Dickinson State University   1989 — 1991
BS Computer Science, Computer Science/Minor in Mathematics

Dawson County High School

Montana State University-Bozeman

Chris Glasgow, CFP® Chris Glasgow, CFP® Greater Seattle Area Details
Chris Glasgow, CFP®'s Cornerstone Advisors, Inc. (Bellevue, WA) Experience April 2004 - Present
Job Associate Client Manager at Cornerstone Advisors, Inc.
Industry Financial Services
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   April 2004 - Present

Skills
Investments, Portfolio Management, Retirement Planning, Wealth Management, Investment Strategies, Asset Management, Financial Services, Private Equity, Asset Allocation, Estate Planning, Risk Management, Financial Analysis, Financial Advisory, Asset Managment, Securities, Strategic Financial..., Wealth, Financial Planning, Loans, Retirement, Finance

Education
University of Oregon   1991 — 1994
Bachelor of Science

Aimee Hauff Aimee Hauff Greater Seattle Area Details
Aimee Hauff's Cornerstone Advisors, Inc. (Bellevue, WA) Experience March 2006 - Present
Job Board Member at Advent User Group
Industry Investment Management
Experience
Advent User Group   January 2014 - Present
Cornerstone Advisors, Inc. (Bellevue, WA)   March 2006 - Present
ICM Asset Management  November 2002 - February 2006
Coldstream Capital   August 2001 - November 2002
ICM Asset Management  September 1998 - August 2001

Skills
Mutual Funds, Fund Administration, Advent, Back Office, Private Equity, APX, Middle Office, Supervisory Skills, Performance Reporting, Department Budgeting, Project Management, Real Estate Private..., Fund Of Funds, NAV, Performance Management

Education
Eastern Washington University   1989 — 1993
BaED, English, Mathematics

Washington State University   1988 — 1989
English

Shadle Park HS

Eric Faw Eric Faw Miami, Florida Details
Eric Faw's Cornerstone Advisors, Inc. (Bellevue, WA) Experience October 2011 - August 2012
Job Consulting Manager at AltaReturn
Industry Financial Services
Experience
AltaReturn   August 2012 - Present
Cornerstone Advisors, Inc. (Bellevue, WA)   October 2011 - August 2012
AIS Fund Administration  August 2007 - September 2011
First South Realty, LLC   March 2006 - June 2007
Azusa Pacific University Associated Student Body   June 2006 - May 2007
Faw and Sons Produce   June 1996 - July 2003

Skills
Hedge Funds, Finance, Investments, Microsoft Excel, Accounting, Strategic Planning, Valuation, Financial Analysis, Leadership, Start-ups, Private Equity

Education
Azusa Pacific University   2003 — 2007
BS, Finance

Ben Wicks, CEPA, CFP® Ben Wicks, CEPA, CFP® Greater Seattle Area Details
Ben Wicks, CEPA, CFP®'s Cornerstone Advisors, Inc. (Bellevue, WA) Experience September 2009 - Present
Job Client Manager at Cornerstone Advisors, Inc.
Industry Financial Services
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   September 2009 - Present
Paracle Advisors   December 2006 - August 2009
Cornerstone Advisors, Inc.   November 1999 - December 2006
Washington Mutual  August 1997 - November 1999

Skills
Strategic Financial..., Wealth Management, Estate Planning, Investments, Strategic Planning, Public Speaking, Asset Managment, Leadership

Education
University of Phoenix   1998 — 2000
Bachelors of Science, Business Administration

Yee Feng Yee Feng Greater Seattle Area Details
Yee Feng's Cornerstone Advisors, Inc. (Bellevue, WA) Experience August 2008 - Present
Job Associate Client Manager at Cornerstone Advisors, Inc. | Owner/Photographer at Feng Images
Industry Investment Management
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   August 2008 - Present
Feng Images   May 2010 - Present
TD Ameritrade  2007 - 2008
Brighton Jones  2006 - 2007
TD Ameritrade  May 2000 - June 2006

Skills
Photography, Weddings, Portraits

Education
University of California, Los Angeles   1995 — 1999
B.S., Sociology

Gina Vescio Pope Gina Vescio Pope Greater Seattle Area Details
Gina Vescio Pope's Cornerstone Advisors, Inc. (Bellevue, WA) Experience April 2008 - Present
Job Client Management Asst. at Cornerstone Advisors, Inc. (Bellevue, WA)
Industry Investment Management
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   April 2008 - Present

Education
Shippensburg University of Pennsylvania   1978 — 1982
Bachelor's degree, Marketing

Linda Olson, CFA Linda Olson, CFA Bellevue, Washington Details
Linda Olson, CFA's Cornerstone Advisors, Inc. (Bellevue, WA) Experience July 2012 - Present
Job Managing Director, Client Manager at Cornerstone Advisors, Inc. (Bellevue, WA)
Industry Investment Management
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   July 2012 - Present
Highland Private Wealth Management, LLC   2011 - 2012
Rigel Capital, LLC   2007 - 2010
Bank of America -- Private Bank  2005 - 2007
WM Advisors   1996 - 2005
Ernst & Young  1994 - 1996

Skills
Wealth Management, Investment Advisory, Investment Strategies, Portfolio Management, Equities, Investments, Alternative Investments, Financial Modeling, Investment Management, Valuation, Fixed Income, Finance, Due Diligence, Financial Advisory, Asset Allocation

Education
College for Financial Planning
CFP

University of Washington, Michael G. Foster School of Business
Bachelor of Arts (B.A.), Business Administration/Finance, Magna Cum Laude

Wharton School of Business
Executive Education Program/Finance

Scott Hedgcock CFP® Scott Hedgcock CFP® Bellevue, Washington Details
Scott Hedgcock CFP®'s Cornerstone Advisors, Inc. (Bellevue, WA) Experience February 2012 - Present
Job Associate Client Manager
Industry Financial Services
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   February 2012 - Present

Skills
Investments, Portfolio Management, Wealth Management, Financial Planning, Estate Planning

Education
Boston University   2008 — 2010
Certificate

Edmonds Community College   2003 — 2004
Certificate

Northwest University   2000 — 2003
BA

University of Washington   1997 — 1999

North Kitsap High School

Natasha Marin Natasha Marin Greater Seattle Area Details
Natasha Marin's Cornerstone Advisors, Inc. (Bellevue, WA) Experience April 2015 - Present
Job Community Outreach Coordinator at Resource Media
Industry Writing and Editing
Experience
Resource Media  September 2015 - Present
Cornerstone Advisors, Inc. (Bellevue, WA)   April 2015 - Present
Seattle People of Color Salon   October 2010 - Present
Independent Contractor  June 2003 - Present
Minor Arcana Press   March 2014 - February 2015
SIREN Mobile   August 2014 - January 2015
Unity Technologies  November 2013 - January 2015
Dejobaan Games   May 2014 - September 2014
Tableau Software  May 2012 - July 2012
Silver Creek Capital Management  May 2010 - July 2010

Skills
Social Media, Art, Editing, Blogging, Teaching, Social Media Marketing, Creative Writing, Poetry, Web Design, Microsoft Office, Social Networking, Copy Editing, Proofreading, Publishing, Community Outreach, Community Organizing, Marketing Communications, Copywriting, Theatre, Community Engagement, Literature, Community Development, User Interface Design, Community Management, Books, Intercultural..., Graphic Design

Education
The University of Texas at Austin   2001 — 2003
M.A., English & Creative Writing

Tufts University   1997 — 2001
Bachelor's Degree, English Language and Literature/Letters

Tyler Kaluza Tyler Kaluza Greater Seattle Area Details
Tyler Kaluza's Cornerstone Advisors, Inc. (Bellevue, WA) Experience June 2014 - Present
Job Cornerstone Advisors, Inc.
Industry Financial Services
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   June 2014 - Present
BlackRock  November 2012 - June 2014
BlackRock Alternative Investors   December 2010 - November 2012
BlackRock Alternative Advisors  December 2007 - December 2010
Headwater Investment Consulting   February 2007 - December 2007
Evergreen Aviation and Space Museum  June 2006 - September 2006

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Private Equity, Series 7, Series 63, Strategy, Finance, Portfolio Management, Equities

Education
Linfield College   2003 — 2007
B.S., Finance

Scott Dowling Scott Dowling Bellevue, Washington Details
Scott Dowling's Cornerstone Advisors, Inc. (Bellevue, WA) Experience October 2011 - Present
Job Managing Director, Client Management at Cornerstone Advisors, Inc. (Bellevue, WA)
Industry Investment Management
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   October 2011 - Present
Dowling Investment Group   November 1989 - October 2011
First Tee of Seattle   2006 - 2008
Helmer Company   1987 - 1989
Kaiser Development Company   1985 - 1987
Sunbelt Properties   1983 - 1985
Arthur Andersen  1980 - 1983

Skills
Investments, Finance, Investment Management, Alternative Investments, Portfolio Management, Real Estate, Private Equity, Investment Strategies, Asset Management, Hedge Funds, Start-ups, Financial Advisory, Wealth Management, Asset Managment, Mutual Funds, Asset Allocation

Education
The University of Montana - School of Business Administration   1976 — 1980
BS, Business

Carly Rohrenbach Carly Rohrenbach Seattle, Washington Details
Carly Rohrenbach's Cornerstone Advisors, Inc. (Bellevue, WA) Experience June 2015 - Present
Job Client Management Intern at Cornerstone Advisors, Inc. (Bellevue, WA)
Industry Financial Services
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   June 2015 - Present
Private Residence  September 2013 - June 2015
The City of Lynnwood   June 2013 - September 2014
The Old Spaghetti Factory  October 2011 - December 2012
Alderwood Community Church  January 2010 - August 2012

Skills
Customer Service, Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Microsoft Excel, Organizational..., Analytic Problem Solving, Project Management, Time Management, Analysis, Management, Leadership, CRM, Public Speaking, Project Planning

Education
Seattle Pacific University   2012 — 2016
Bachelor of Arts (BA), Business Administration and Management, Finance

Jennifer Pascho Jennifer Pascho Bellevue, Washington Details
Jennifer Pascho's Cornerstone Advisors, Inc. (Bellevue, WA) Experience 2002 - 2007
Job Executive and Leadership Development Coach
Industry Management Consulting
Experience
Microsoft Corporation  2008 - Present
Jennifer Pascho Coaching   1998 - Present
Cornerstone Advisors, Inc. (Bellevue, WA)   2002 - 2007
The Production Network  1993 - 1998

Skills
Leadership Development, Coaching, Team Building, Change Management, Strategic Planning, Personal Branding, Executive Presence and..., Executive Coaching

Education
University of Washington   1979 — 1983
BA, Speech Communication

Antioch University Seattle

Erich Gebbie Erich Gebbie Greater Seattle Area Details
Erich Gebbie's Cornerstone Advisors, Inc. (Bellevue, WA) Experience January 2003 - December 2007
Job Partner at W. E. Nightingale & Co., Inc.
Industry Financial Services
Experience
W. E. Nightingale & Co., Inc.   October 2011 - Present
Bristlecone Advisors  January 2007 - September 2011
Cornerstone Advisors, Inc. (Bellevue, WA)   January 2003 - December 2007
Nightingale and Farber Capital   August 2000 - December 2002
Summit Capital  July 1999 - July 2000

Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Investments, Financial Modeling, Financial Analysis, Competitive Analysis, Securities, Hedge Funds, Financial Services, Asset Allocation, Wealth Management, Bloomberg, Strategic Financial...

Education
University of Notre Dame   1998 — 1999
MBA, Finance

Seattle University   1989 — 1994
BA, Accounting

Carrie Troy Carrie Troy Greater Seattle Area Details
Carrie Troy's Cornerstone Advisors, Inc. (Bellevue, WA) Experience March 2013 - February 2015
Job Private Client Services Administrator, Coldstream Capital Management
Industry Financial Services
Experience
Coldstream Capital Management  February 2015 - Present
Cornerstone Advisors, Inc. (Bellevue, WA)   March 2013 - February 2015
Private Family Foundation  June 2009 - February 2013
Eddie Bauer  2006 - 2009
Europe Express  2000 - 2006

Education
California State University-Northridge   1978 — 1983
BS, Mathematics

Rachel Alleman Rachel Alleman Greater Seattle Area Details
Rachel Alleman's Cornerstone Advisors, Inc. (Bellevue, WA) Experience March 2001 - Present
Job Director, Associate Client Manager at Cornerstone Advisors, Inc.
Industry Financial Services
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   March 2001 - Present

Education
Seattle Pacific University - School of Business and Economics   1996 — 2000
B.A. Business Administration, Management & Information Systems Concentrations

Douglas Haack Douglas Haack Greater Seattle Area Details
Douglas Haack's Cornerstone Advisors, Inc. (Bellevue, WA) Experience 2010 - Present
Job Chief Client Relationship Officer at Cornerstone Advisors, Inc.
Industry Financial Services
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   2010 - Present
Smith Barney  1997 - 2009
US Navy  May 1985 - January 1994

Skills
Certified Financial..., Asset Management, Investments, Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Equities, Hedge Funds, Strategic Financial..., Mutual Funds, Investment Strategies, Investment Advisory, Financial Services, Series 7, Estate Planning

Education
United States Naval Academy   1981 — 1985
BS, Marine Engineering

Drew Varnes, CFA, CPA, CAIA, FRM Drew Varnes, CFA, CPA, CAIA, FRM Greater Seattle Area Details
Drew Varnes, CFA, CPA, CAIA, FRM's Cornerstone Advisors, Inc. (Bellevue, WA) Experience March 2011 - September 2013
Job Director, Investment Management Finance, Vulcan, Inc.
Industry Financial Services
Experience
Vulcan, Inc.   September 2013 - Present
Cornerstone Advisors, Inc. (Bellevue, WA)   March 2011 - September 2013
BlackRock Financial Management  August 2009 - January 2011
BlackRock Financial Management  October 2007 - August 2009
Quellos Group, LLC  June 2004 - October 2007
Deloitte  September 2003 - June 2004

Skills
Hedge Funds, Fund Administration, Mutual Funds, Accounting, Operational Due...

Education
The University of Texas at Austin - Red McCombs School of Business   2002 — 2003
MPA, Accounting

University of Washington   1998 — 2002
BA, Business with Concentration in Accounting

Fieta (Debbie) Robinson Fieta (Debbie) Robinson Greater Seattle Area Details
Fieta (Debbie) Robinson's Cornerstone Advisors, Inc. (Bellevue, WA) Experience January 2003 - August 2005
Job Executive Assistant to Executive Vice President at Intellectual Ventures
Industry Venture Capital & Private Equity
Experience
Intellectual Ventures  June 2010 - Present
UW Medicine & VA Medical Center   July 2007 - December 2009
Port Blakely Communities  September 2005 - May 2007
Cornerstone Advisors, Inc. (Bellevue, WA)   January 2003 - August 2005
The Mortgage Corporate of America   February 1996 - December 2001

Education
Long Island University   1996 — 2001
BA, Psychology