CORNERSTONE - Key Persons
Dean is a Partner for Cornerstone and is responsible for research and portfolio management. Prior to Cornerstone, Dean had a 10 year tenure as a Partner and Senior Director at Invesco Capital Management. Dean co-managed the Invesco Capital Management U.S. Large Cap Value Portfolio with John Campbell for five years, in addition to providing research on U.S. financial stocks. He was also one of five members of the Global Investment Committee. Previously, he was a Portfolio Manager with SunTrust Bank in Atlanta.
Education
MBA, University of Chicago
BA (Cum Laude), Williams College
Job Titles:
- Partner
- Marketing & Client Service
Frank is a Partner for Cornerstone and is responsible for marketing and client service. Prior to Cornerstone, Frank was a Senior Data Specialist with Invesco, a global asset management firm. Previously, Frank was a Product Manager at eVestment, where he set the strategic vision and priorities for the Omni product line and worked as an analyst in various client service and analytical roles for eVestment.
Education
BBA, Kennesaw State University
John is the Chief Investment Officer and is a Partner for Cornerstone. Prior to Cornerstone, John had a 12 year tenure at Invesco Capital Management where he was a Global Partner and Portfolio Manager. In his last five years, John was in charge of managing Invesco Capital Management's US Large Cap Value portfolio. He was also one of five members of the Global Investment Committee. Previously, he worked at SouthTrust Bank for 12 years. His last several years were as a portfolio manager and head of the investment division in Atlanta.
Education
BS, State University of New York at Fredonia
Justin is a Partner for Cornerstone and is responsible for research and portfolio management. Prior to joining the firm full time, he interned at Cornerstone during the summer of 2013. Previously, Justin was an Investment Analyst on the Fund of Hedge Funds Investment Team at Neuberger Berman, where his responsibilities included manager sourcing and selection, portfolio management, and foreign exchange hedging.
Education
MBA (Honors), the Wharton School at the University of Pennsylvania
BA (Magna Cum Laude), Middlebury College
Mark is a Partner for Cornerstone and is responsible for research and portfolio management. Prior to joining the firm full time, he interned at Cornerstone during the summer of 2012. Previously, Mark was an Associate at Centerview Capital, an operationally-oriented private equity firm investing in consumer-focused businesses, where he took an active role in sourcing, evaluating and monitoring the firm's investments. Mark began his career as an investment banker at J.P. Morgan's Mergers and Acquisitions Group in New York, where he advised large-cap clients on complex domestic and cross-border transactions.
Education
MBA (Honors), the Wharton School at the University of Pennsylvania
BA, Princeton University
Matthew is a Partner for Cornerstone and is responsible for research and portfolio management. Prior to joining the firm full time, he interned at Cornerstone during the summer of 2014. Previously, Matthew was an Associate at Summit Partners, a growth equity firm, where he was responsible for sourcing, evaluating, and monitoring the firm's investments in middle-market, private companies.
Education
MBA, Wharton School at the University of Pennsylvania
BS (Highest Honors), Georgia Institute of Technology
Miguel is responsible for operations. Prior to joining the firm full time, Miguel was a Know Your Customer (KYC) analyst for Deutsche Bank.
Education
BBA, Mississippi State University
Nicholas is a Partner for Cornerstone and is responsible for research and portfolio management. Prior to joining the firm full time, he interned at Cornerstone during the summer of 2013. Previously, Nicholas was an Analyst at J.P. Morgan Asset Management in New York where he advised institutional investors on topics including strategic asset allocation and risk management. Nicholas began his career at Deutsche Bank.
Rick is a Partner for Cornerstone and is responsible for research and portfolio management. Prior to Cornerstone, Rick was a voting member of the investment committee at EARNEST Partners and served on the Fundamental Value product at Invesco Capital Management. Previously, he worked in management consulting where he served clients across industries at both McKinsey & Company and Accenture (then Andersen Consulting).
Education
MBA, the Wharton School at the University of Pennsylvania
BS, Southern Methodist University
Russell is a Partner for Cornerstone and is responsible for operations, equity research and serves as Head Trader. Prior to Cornerstone, Russell worked at The Home Depot in the International Trade department.
Education
MBA, Georgia State University
Sabrina is the Comptroller for Cornerstone and is responsible for all Accounting functions. Prior to Cornerstone, Sabrina worked for the State of Georgia Division of Investment Services, Invesco Capital Management and RTM, Inc. She is a CPA and is a member of the Georgia Society of Public Accountants.
Education
BS, Auburn University
Sean Kim - Chief Compliance Officer
Job Titles:
- Chief Compliance Officer
- Operations
Sean is the Chief Compliance Officer, a Partner for Cornerstone, and is responsible for operations, administration, technology and compliance. Prior to Cornerstone, Sean worked as the Manager of Operations at EARNEST Partners where he specialized in investment accounting, financial reporting, trade operations and processes and procedures. Previously, he served as a Fund controller at Enterprise Capital Management, Inc. Sean began his career as a Senior Investment Analyst at PNC Bank.
Education
BBA, Georgia State University
Teri is a Partner for Cornerstone and is responsible for operations. Prior to joining the firm full time, Teri interned at Cornerstone during the winter of 2013 where she gained experience in various operational roles. Previously, Teri was a staff accountant at Premier Tax Advisors.
Education
BBA, Georgia State University