Cornerstone Advisors, Inc. (Bellevue, WA)
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 "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
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
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
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
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
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
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
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
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
Cornerstone Advisors, Inc. (Bellevue, WA) April 2008 - Present
Education
Shippensburg University of Pennsylvania 1978 — 1982
Bachelor's degree, Marketing
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
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
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
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
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
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
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
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
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
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
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
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
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