Cornerstone Advisors Asset Management, LLC is an independent investment consulting firm. It specializes in retirement planning, insurance, private wealth and risk assessment.

Consulting

Insurance

Risk & Compliance

Cornerstone Advisors Asset Management, LLC

Cornerstone Advisors Asset Management, LLC's headquarters in Bethlehem, PA, United States

Thomas Scalici

Trevor Reid, CFA

Chris McKinley

This department governs the overall strategic direction and administration of the organization.

Executive Leadership

This department manages and oversees the processes related to investment transactions and operations.

Investment Operations

This department focuses on evaluating investment opportunities and providing insights to support financial decisions.

Investment Analysis

This department focuses on providing expert guidance and consultation for retirement plans and strategies.

Retirement Planning

This department focuses on overseeing client relationships and ensuring their needs are met effectively.

Client Management

This department provides expert financial guidance and strategies to clients for managing and growing their wealth.

Cornerstone Advisors Asset Management, LLC

Org chart

Teams

Executive Leadership

Investment Operations

Investment Analysis

Retirement Planning

Client Management

Wealth Advisory

Offices

Cornerstone Advisors Asset Management, LLC

Org chart

Teams

Executive Leadership

Investment Operations

Investment Analysis

Retirement Planning

Client Management

Wealth Advisory

Offices

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