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

Tatiana Koelmeyer

Karen J. Kost

Joe Schreiber

Mary Eyre

Sandeep Balan

Jerry Millin

Jayme Madden

Sam Kilmer

Ron Shevlin

Lisa Evans

Adam Boyle

Andrea Lipo

Thomas Milillo

Kelly Dwyer

Steve Wildman

Kevin Eskew

Vincent Hui

Jim Burson

Terence Roche

Bob Roth

Steve Williams

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

This department provides expert advice and support to clients across various industries.

Consulting Services

This department oversees the strategic direction and operational management of the organization.

Executive Leadership

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.

Cornerstone Advisors

Org chart

Teams

Management Roles

Consulting Team

Consulting Services

Executive Leadership

Leadership Team

Management and Administrative Roles

Offices

Cornerstone Advisors

Org chart

Teams

Management Roles

Consulting Team

Consulting Services

Executive Leadership

Leadership Team

Management and Administrative Roles

Offices

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