CORNERSTONE WEALTH MANAGEMENT - Key Persons
Khurram Naveed, CFA, joined Cornerstone Wealth Management in 2017. He is a co-portfolio manager for the investment team and a member of the Investment Policy Committee. Prior to joining the firm, he was a business valuation analyst at Health Capital Consultants.
Khurram is a CFA® charterholder and a member of the CFA Society of St. Louis. He graduated cum laude from the University of Missouri-St. Louis with a Bachelor of Science in Economics. He also earned a Master of Arts in Economics and an MBA with honors from the University of Missouri-St. Louis.
Job Titles:
- Advisor Services Associate
Regina joined the Model Wealth Program team at Cornerstone Wealth Management in 2019. She has experience within the financial services industry, specifically with investment and retirement accounts, since 2013. She previously worked for a small independent RIA building relationships with clients and custodians while managing client accounts and investments.
Regina graduated with a bachelor's degree from the University of Illinois, Urbana-Champaign. Outside of work, she enjoys DIY projects, attending local events, playing sports, coaching her son's sports teams, and traveling to visit friends and family.