CORNERSTONE PROFESSIONAL ADVISOR SERVICES - Key Persons

Albert Davidson - President

Job Titles:
  • Advisor
  • Certified Public Accountant
  • President
  • President of Albert Davidson
Mr. Davidson is a practicing Certified Public Accountant. As a member of his firm, he has acted as an accountant, CFO/Controller for small and medium size business clients, and as a financial advisor. Mr. Davidson is the President of Albert Davidson Jr., CPA, P.C. He is also a Managing Member of Back Office Advisors, LLC of NY, Back Office Advisors of Denver, LLC, and Pro Trader Tax, LLC, a virtual tax consulting firm for active traders and investors.

Alfonso Figliolia

Job Titles:
  • Your Trusted Advisor

Alvin Gladstone

Job Titles:
  • Your Trusted Advisor

Boris Elenbogen

Job Titles:
  • Insurance Specialist

David Kelly

Job Titles:
  • Your Trusted Advisor

Elbert Bivins

Job Titles:
  • Advisor
  • Certified Public Accountant
Mr. Bivins is a practicing Certified Public Accountant. For over 38 years he has been assisting individuals and small businesses with a specialty in business valuation. Elbert has also been a personal financial advisor since 2000. Mr. Bivins is a graduate of Mississippi State University with a degree in accounting.

Ellen J. Zainfeld

Job Titles:
  • Advisor

Holly Lundberg

Job Titles:
  • Your Trusted Advisor
Holly holds designations as a Chartered Life Underwriter, a Chartered Financial Consultant and an Accredited Estate Planner from the American College in Bryn Mawr, Pennsylvania. She has conducted seminars on financial, business and retirement planning and is frequently asked to speak to groups and organizations. She has been interviewed on the radio discussing ways individuals can reach their goals. Holly has taught courses on investments, insurance and financial planning. Her interest and concern for people enables her to provide prudent and caring guidance to her clients. Ms. Lundberg is a graduate of Pace University with a Master of Sciences in Financial Services degree.

James Bivinset

Job Titles:
  • Your Trusted Advisor

Jim Cardillo

Job Titles:
  • Advisor
  • Your Trusted Advisor

Keith Botsch

Job Titles:
  • Advisor
  • Your Trusted Advisor

Ken Singer

Job Titles:
  • Advisor

Lawrence R. Schaffer

Job Titles:
  • Advisor
  • Certified Public Accountant
  • Your Trusted Advisor
Larry is a practicing Certified Public Accountant. He has over 30 years experience in accounting and taxation with extensive knowledge in estate planning and administration. Mr. Schaffer is a graduate of The Bernard M. Baruch College of the City University of New York.

Robert E. Grubman

Job Titles:
  • Advisor
  • Certified Public Accountant
  • Principal
  • Your Trusted Advisor
  • Experience and Trust
  • Member of His Firm
Rob is a practicing Certified Public Accountant. As a member of his firm, Rob helps business owners focus on all issues that will strengthen their business, provide financial management and place them on the path to greater profitability and efficiency. Rob has been a personal financial advisor since 2001. Mr. Grubman is a graduate of the State University of New York Albany.

Ron Gould

Job Titles:
  • Advisor
  • Your Trusted Advisor

Scott Ackerman

Job Titles:
  • Advisor
  • Certified Public Accountant
  • Your Trusted Advisor
Scott is a practicing Certified Public Accountant. As a member of his firm, he has acted as accountant and financial advisor to his clients that include real estate developers, manufacturers, distributors, importers, service companies, contractors, restaurants and retailers.

Sheryl Fine

Job Titles:
  • Advisor
  • Your Trusted Advisor

Steven Madonna

Job Titles:
  • Your Trusted Advisor
Mr. Madonna is a graduate of The Bernard M. Baruch College of the City University of New York.

Wilkins Montgomery

Job Titles:
  • Advisor
  • Your Trusted Advisor