Best Part of My Job
Doug joined Cornerstone Advisors in 2010. As Chief Client Relationship Officer, Doug leads Cornerstone Advisors' client management team and is responsible for the overall vision and strategy of the Client Management group to ensure quality of service, client acquisition strategy, and staff development/growth. He will build on Cornerstone's reputation for delivering proactive, uncompromising and confidential service to its clients. He enjoys bringing together teams of skilled individuals who work in tandem to create satisfying outcomes for our clients and their families. Doug has 16 years experience in the investment industry, most recently with Morgan Stanley Smith Barney and JP Morgan Chase. Prior to his investment career, Doug spent 9 years in the Navy. He is a graduate of the United States Naval Academy in Annapolis, MD with a Bachelor of Science in Marine Engineering.
Three Words That Best Describe Me
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Collaborative
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Results-Driven
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Optimistic
My Clients Include
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Business owners
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Wealthy individuals and families with complex financial needs
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Individuals and Families who have built wealth through concentrated asset exposure
Practice Emphasis
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Business succession planning and tax efficient transfer of assets for family owned businesses
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The design of customized portfolios comprised of complementary assets, with an emphasis on complex multi-generational portfolios, trusts and private foundations
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Concentrated stock and stock option diversification strategies
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Senior level counsel on wealth transfer strategies
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Charitable gifting strategies
Ongoing Results
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Implemented multi generational transfer of family owned business assets and succession planning to the next generation
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Designed portfolios and managed investment assets to meet the needs of affluent families
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Directed successful generational wealth succession strategies for families, and coordinated complex estate planning techniques
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Maximized the value of stock option exercise strategies for technology professionals
Education
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US Naval Academy, Annapolis MD, Bachelor of Science in Marine Engineering
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City University, MBA
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Certified Financial Planner™ practitioner
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Family Wealth Director
Professional and Community Activities
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Cornerstone Advisors Executive Management Team
Where To Find Doug When He Is Not At Work
Doug enjoys traveling with his wife, cooking Sunday dinners for his extended family and reading world history. He also enjoys exercising and practicing hot yoga.
The Cornerstones of Doug's Life: His wife, family and our country
Best Part of My Job