Building Together
Build...Relationships
People
Building Together


   When you engage Cornerstone Advisors, you benefit from the experience and expertise of a team of more than fifty employees. Your team is a partnership between you, Client Management, the Investment Research Team and Operations. Our philosophy reflects a genuine desire to build as a team. We work together to ensure we tailor the best fit to meet your specific needs.
Client Management
Robert F. Trenner
Robert F. Trenner
Executive Chairman

Kenneth M. Hart, CFA
Kenneth M. Hart, CFA
Chief Executive Officer

Douglas P. Haack, CFP
Douglas P. Haack, CFP®
Chief Client Relationship Officer

Charles H. Hammond
Charles H. Hammond
Managing Director
Client Manager

Susan E. Peterson, CFA
Susan E. Peterson, CFA
Managing Director
Client Manager

David W. Drews, CPA, CFA
David W. Drews, CPA, CFA
Managing Director
Client Manager

Daniel Y. Kwon
Daniel Y. Kwon
Managing Director
Client Manager

Mike Milojevich
Michael L. Milojevich, CFP®
Managing Director
Client Manager

Benjamin Wicks
Benjamin Wicks, CEPA, CFP®
Managing Director
Client Manager

David W. Stanley
David W. Stanley
Managing Director
Client Manager

Scott Dowling
Scott Dowling
Managing Director
Client Manager

Kerry Kozlowski, AWMA
Kerry Kozlowski, AWMA®, AAMS®
Managing Director
Business Development

   
Investment Research Team
Michael G. Hughes, CFA, CAIA
Michael G. Hughes, CFA, CAIA
Chief Investment Officer

Paul W. Pedalino, CFA
Paul W. Pedalino, CFA
Managing Director
Public Equity

David K. Freudenberg
David K. Freudenberg
Managing Director
Real Estate

Joseph D. Franzi
Joseph D. Franzi
Managing Director
Private Equity

Katie Robinette
Katie Robinette, CFA
Director
Private Equity


Operations
Bruce F. Duff, CPA JD
Bruce F. Duff, CPA, JD
Chief Operating Officer

Jeff Huse
Jeff Huse, CIPM
Managing Director
Technology

Kristin Reed
Kristin Reed, IACCPsm
Managing Director
Compliance

Aimee Hauff
Aimee Hauff
Director
Investment Operations

Drew Varnes
Drew Varnes, CPA, CFA, CAIA, FRM
Director
Operational Due Diligence and Fund Administration