Cornerstone Team

You are a unique individual, with your own experiences, ideas and concerns about investing. Our process starts with an in-depth understanding of your goals, preferences and unique circumstances. We draw on our deep understanding of investing, and collaborate with you to deliver custom portfolios that match your requirements and exceed your expectations. Connect with the Cornerstone team of advisors to learn how we can help you, your family or organization with wealth management services.

Leadership Team | Board of Directors
ken-hart

Ken Hart

Chief Executive Officer, Board Member, Shareholder
douglas-haack

Doug Haack

Chief Client Relationship Officer, Shareholder
jeff-huse

Jeff Huse

Chief Technology Officer, Shareholder
2017 Bruce SQUARE_FORMAT

Bruce Duff

Chief Operating Officer, Board Member, Shareholder
greg

Greg Collins

Board Member
sue

Sue McNab

Board Member
Client Management Team
Sue Peterson

Sue Peterson

Managing Director, Client Management. Board Member, Shareholder
dave-drews

Dave Drews

Managing Director, Client Management. Shareholder
dan-kwon

Dan Kwon

Managing Director, Client Management. Board Member, Shareholder
mike-milojevich

Mike Milojevich

Managing Director, Client Management. Shareholder
scott-dowling

Scott Dowling

Managing Director, Client Management
patrick-haugh

Patrick Haugh

Managing Director, Client Management
viren-kamdar

Viren Kamdar

Managing Director, Client Management
adam-lewis

Adam Lewis

Managing Director, Client Management. Shareholder
kyle-kingshott

Kyle Kingshott

Managing Director, Client Management. Shareholder
josh-betts

Josh Betts

Managing Director, Client Management
randy-siegel

Randy Siegel

Managing Director, Client Management
Phil Miller

Phil Miller

Managing Director, Client Management
bryan-1

Bryan Digel

Managing Director, Client Management
0

Renee Hawkes

Managing Director, Client Management
rachele

Rachele Bouchand

Managing Director, Client Management
tyler-kaluza

Tyler Kaluza

Director, Client Management
jesse

Jesse Thomas

Director, Client Management
rachel-alleman

Rachel Alleman

Managing Director, Associate Client Manager
yee-feng

Yee Feng

Director, Associate Client Manager
james-moore

James Moore

Director, Associate Client Manager
Investment Team
dave-freudenberg

Dave Freudenberg

Managing Director, Real Estate. Shareholder
katie-robinette

Katie Robinette

Managing Director, Private Equity. Shareholder
paul-pedalino

Paul Pedalino

Managing Director, Head of Research. Shareholder
Evan Wirkkala

Evan Wirkkala

Managing Director, Investments. Shareholder
2018-Steve-LinkedIn-e1527013819673

Steve Kleyn

Managing Director, Investments
Operations & Technology Teams
kristin-reed

Kristin Reed

Managing Director, Compliance. Shareholder
aimee-hauff

Aimee Hauff

Director, Investment Operations
Austin Biery

Austin Biery

Managing Director, IT Systems
john-canorro

John Canorro

Managing Director, Operational Due Diligence
kent-loesch

Kent Loesch

Director, Accounting

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