The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. 

Consulting

Cornerstone Advisors

Cornerstone Advisors' headquarters in Scottsdale, AZ, United States

Scott Sommer

Steve Williams

Karen J. Kost

Bob Roth

Kevin Eskew

Sandeep Balan

Terence Roche

Sam Kilmer

Kyle Richard Kay

Vincent Hui

Mary Eyre

Joe Schreiber

Lisa Evans

Adam Boyle

Jerry Millin

Jayme Madden

Andrea Lipo

Steve Wildman

Ron Shevlin

Kelly Dwyer

Thomas Milillo

Jim Burson

The Management Roles team at Cornerstone Advisors is responsible for delivering high-level strategic guidance and support to optimize client operations and enhance financial performance. This team, comprised of experienced directors and managing partners, works closely with clients to develop tailored solutions that leverage technology and best practices in management, ensuring effective implementation and measurable results. Through their expertise, they drive transformation initiatives that empower clients to achieve sustained growth and success.

Management Roles

The Consulting Team at Cornerstone Advisors specializes in enhancing clients' strategies, technologies, and operations to drive measurable improvements in financial performance. Comprised of a diverse group of consultants, project coordinators, and principals, the team collaborates to deliver tailored solutions that address unique business challenges, ensuring clients achieve sustainable growth and success.

Consulting Team

The Leadership Team at Cornerstone Advisors is responsible for developing and executing strategic initiatives that drive client success and enhance overall organizational performance. Comprising experienced leaders across various functions, this team collaborates to shape the company's vision, optimize operational efficiency, and ensure the delivery of innovative solutions that translate into improved financial outcomes for clients.

Leadership Team

The Management and Administrative Roles team at Cornerstone Advisors is responsible for steering the organization's strategic direction and operational effectiveness. This team, comprising senior leadership positions such as the CIO, CFO, and Chief Transformation Officer, collaborates to enhance internal processes, drive technological advancements, and ensure client satisfaction and compliance, all aimed at optimizing financial performance for both the company and its clients.

Management and Administrative Roles

The Marketing and Business Development team at Cornerstone Advisors focuses on enhancing the company's brand visibility and driving growth through strategic outreach initiatives. They collaborate to develop innovative marketing strategies, nurture client relationships, and identify new business opportunities that align with client success, ultimately aiming to boost financial performance for both the firm and its clients.

Marketing and Business Development

Cornerstone Advisors

Org chart

Teams

Management Roles

Consulting Team

Leadership Team

Management and Administrative Roles

Marketing and Business Development

Offices

Cornerstone Advisors

Org chart

Teams

Management Roles

Consulting Team

Leadership Team

Management and Administrative Roles

Marketing and Business Development

Offices

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