Experience and TeamThere is no substitute for experience. The portfolio management team shares over 100 years of investment analysis and portfolio management experience. For nearly 30 of those years, the members of the portfolio management team have worked together adhering to the same investment philosophy, exercising the same approach to security selection and employing the same discipline as it pertains to portfolio design. Despite the numerous times we have heard "It's different this time," experience has taught us it rarely is. Regardless of the environment, Cornerstone portfolio managers have maintained their focus on buying high quality companies at attractive prices while exercising the patience necessary to unlock the value.
JOHN CAMPBELL, CFA, CIO AND PARTNER
John serves as Chief Investment Officer and is a Partner for Cornerstone. John had a 12 year tenure at INVESCO where he was a Global Partner and Portfolio Manager. In his last five years, John was in charge of managing INVESCO’s US Large Cap Value portfolio where he achieved top decile returns. He was also one of five members of the International Investment Committee, which managed over $15 Billion in assets. Prior to INVESCO, John was at SouthTrust Bank for 12 years. His last several years were as a portfolio manager and head of the investment division in Atlanta. John graduated from State University of New York at Fredonia in 1981 with a degree in business finance. In the past he has been a CFA review course instructor, test grader, and exam writer.
DEAN W. MORRIS, CFA, SENIOR PORTFOLIO MANAGER AND PARTNER
Dean is a Partner for Cornerstone and is responsible for research and portfolio management. Dean joined Cornerstone from Invesco Capital Management after a 10 year tenure where he was a Partner and Senior Director. Dean co-managed the Invesco Capital Management U.S. Large Cap Value Portfolio with John Campbell for five years, in addition to providing research on U.S. financial stocks. Prior to joining Invesco Capital Management, he was a Portfolio Manager with SunTrust Bank in Atlanta. Dean is a graduate of Williams College and holds an MBA from the University of Chicago.
RICK M. VAN NOSTRAND, CFA, SENIOR PORTFOLIO MANAGER AND PARTNER
Rick is a Partner for Cornerstone and is responsible for research and portfolio management. He is a member of the Board of Directors. Prior to Cornerstone, Rick was a voting member of the investment committee at EARNEST Partners and served on the Fundamental Value product at Invesco Capital Management. Rick’s prior background is in management consulting. He has served clients across industries at both McKinsey & Company and Accenture (then Andersen Consulting). He earned a MBA with a concentration in Finance from the Wharton School at the University of Pennsylvania, and holds a Bachelor of Science in Computer Science Engineering from Southern Methodist University.
NICHOLAS NOTTEBOHM, CFA, INVESTMENT ANALYST
Nicholas is an Analyst and is responsible for fundamental equity research as well as maintenance and support of the Fair Value Model. Prior to joining the firm full time, he interned at Cornerstone during the summer of 2013. Previously, Nicholas was an Analyst at J.P. Morgan Asset Management in New York where he advised institutional investors on topics including strategic asset allocation and risk management. Nicholas began his career at Deutsche Bank. He is a graduate of Williams College and received an MBA from the Wharton School at the University of Pennsylvania, double majoring in Finance and Management.
MATTHEW RITZ, CFA, INVESTMENT ANALYST
Matthew is an Analyst and is responsible for fundamental equity research as well as maintenance and support of the Fair Value Model. Prior to joining the firm full time, he interned at Cornerstone during the summer of 2014. Previously, Matthew was an Associate at Summit Partners, a growth equity firm, where he was responsible for sourcing, evaluating, and monitoring the firm’s investments. Additionally, he interned part-time at Tiger Global Management while in business school, where he performed fundamental equity research. Matthew graduated with highest honors from the Georgia Institute of Technology with a BS in Management and received an MBA from the Wharton School at the University of Pennsylvania, double majoring in Finance and Healthcare Management.
JUSTIN SCOTT, CFA, INVESTMENT ANALYST
Justin is an Analyst and is responsible for fundamental equity research as well as maintenance and support of the Fair Value Model. Prior to joining the firm full time, he interned at Cornerstone during the summer of 2013. Previously, Justin was an Investment Analyst on the Fund of Hedge Funds Investment Team at Neuberger Berman, where his responsibilities included manager sourcing and selection, portfolio management, and foreign exchange hedging. He graduated Magna Cum Laude from Middlebury College with a BA in Economics and a minor in Mathematics. Justin received an MBA, with honors, from the Wharton School at the University of Pennsylvania, majoring in Finance.
MARK SPATT, CFA, INVESTMENT ANALYST
Mark is an Analyst and is responsible for fundamental equity research as well as maintenance and support of the Fair Value Model. Prior to joining the firm full time, he interned at Cornerstone during the summer of 2012. Previously, Mark was an Associate at Centerview Capital, an operationally-oriented private equity firm investing in consumer-focused businesses, where he took an active role in sourcing, evaluating and monitoring the firm’s investments. Mark began his career as an investment banker at J.P. Morgan's Mergers and Acquisitions Group in New York, where he advised large-cap clients on complex domestic and cross-border transactions. He is a graduate of Princeton University and received an MBA, with honors, from the Wharton School at the University of Pennsylvania, double majoring in Operations and Management.
MARKETING & CLIENT SERVICE TEAM
CHRISTOPHER A. REYNOLDS, CIMA, HEAD OF DISTRIBUTION AND PARTNER
Chris is a Partner for Cornerstone and is responsible for marketing and client service. He has worked in the investment business over 20 years and joined Cornerstone in 2010. Prior to joining the firm, Chris held similar positions at Rigel Capital, LLC, Atlanta Capital Management Company, LLC, and Barclays Global Investors. He is an active member of many industry associations such as the Georgia Association of Public Pension Trustees (GAPPTA), Florida Public Pension Trustee Association (FPPTA)., Association of Investment Management Sales Executives (AIMSE). Chris earned both a Bachelor of General Studies and a Masters of Business Administration from the University of Houston. He also holds the Certified Investment Management Analyst (CIMA), Certified Employee Benefits Specialist (CEBS), Certified Public Pension Trustee (CPPT), and the Chartered Pension Professional (CPP) designations.
TODD C. HARLICKA, DIRECTOR OF MARKETING & CLIENT SERVICE AND PARTNER
Todd is a Partner for Cornerstone and is responsible for marketing and client service. Todd has nearly 20 years of investment experience. Prior to Cornerstone, Todd was a Global Product Specialist with INVESCO Capital Management; he also served as a member of the U.S. Large Cap Value portfolio as an investment analyst. Before INVESCO, Todd served as a financial consultant with Smith Barney. Todd earned a Bachelor of Science in Management from The Georgia Institute of Technology.
TAYLOR FAIRMAN, CFA, DIRECTOR OF MARKETING & CLIENT SERVICE AND PARTNER
Taylor is a Partner for Cornerstone and is responsible for High Net Worth Portfolio Management and institutional client service at Cornerstone Investment Partners. Taylor has nearly 15 years of investment experience. Prior to Cornerstone, Taylor was a Portfolio Manager at Worthscape, LLC, a boutique all capitalization equity firm. Before Worthscape, Taylor worked as a Portfolio Manager at Apogee Wealth Management, and as a Vice President at Hirtle, Callaghan & Co. Taylor earned a MBA from the Goizueta Business School at Emory University, holds a Bachelor of Arts from Rhodes College, and a Masters of Science in Accounting from the University of Rhode Island.
CRAIG MAXWELL, CFP, DIRECTOR OF MARKETING & CLIENT SERVICE
Craig is responsible for marketing and client service and Craig has over 25 years of investment experience. Craig was Vice President at Franklin Templeton Investments for 18 years and responsible for new business development and client relationship management. Prior to Franklin Templeton, Craig was with Prudential Securities Investment Management Services in New York City (1988-1993). Craig earned a Bachelor of Arts from Hobart College and Master of Business Administration from the Fordham Graduate School of Business. He also participated in the Executive MBA program of the International Management Institute, Dublin, Ireland via a Rotary scholarship. Craig is a Certified Financial Planner licensee, a member of the Investment Management Consultants Association (IMCA) and an Affiliate Member of the CFA Institute.
TOM BUILDER, ASSOCIATE DIRECTOR OF MARKETING & CLIENT SERVICE
Tom is responsible for marketing and client service for Cornerstone Investment Partners. Prior to Cornerstone, Tom was a consultant with Atcore Systems, a CRM and Business Intelligence consulting firm. Before Atcore Systems, Tom was a Vice-President at eVestment Alliance, where he led the product development and client service efforts for the Omni (then eVestment Exchange) product line. Prior to that Tom worked in various marketing and operation roles for INVESCO. Tom earned his Bachelor of Science degree in Finance from the Darla Moore School of Business at The University of South Carolina.
FRANK HADDAD, ASSOCIATE OF MARKETING & CLIENT SERVICE
Frank is responsible for marketing and client service for Cornerstone Investment Partners. Prior to Cornerstone, Frank was a Senior Data Specialist with INVESCO, a global asset management firm. Before INVESCO, Frank was a Product Manager at eVestment, where he set the strategic vision and priorities for the Omni product line. Prior to that Frank worked as an analyst in various client service and analytical roles for eVestment. Frank earned his Bachelor of Business Administration degree in Finance from Kennesaw State University.
KELLY SCANLON, ASSOCIATE OF MARKETING & CLIENT SERVICE
Kelly is responsible for marketing and client service for Cornerstone Investment Partners. Kelly has over 10 years of investment experience. Prior to Cornerstone, Kelly was an office manager and a private client associate at Wilmington Trust. Before Wilmington Trust, Kelly worked as a registered client service associate at Smith Barney, a regional marketing coordinator at INVESCO, a financial consultant at The Robinson-Humphrey Company, and a trading and institutional sales assistant at William Blair & Company. Kelly earned a Bachelor of Arts in French from The University of the South.
OPERATIONS AND TRADING MANAGEMENT
SEAN KIM, DIRECTOR OF OPERATIONS, ADMINISTRATION & COMPLIANCE AND PARTNER
Sean is a Partner for Cornerstone and is responsible for operations, administration, technology and compliance. Prior to joining Cornerstone in 2007, Sean worked as the Manager of Operations at EARNEST Partners. At EARNEST, he specialized in investment accounting, financial reporting, trade operations and processes and procedures. Sean also served as a Fund controller at Enterprise Capital Management, Inc. He began his career at PNC Bank, where he was promoted to a Senior Investment Analyst. Sean earned his Bachelor of Business Administration with a major in Finance from Georgia State University.
RUSSELL BROWN, CFA, HEAD TRADER AND PARTNER
Russell is a Partner for Cornerstone and is responsible for operations, and serves as Head Trader. Russell worked as an Analyst at The Home Depot in the International Trade department. There he specialized in process and systems improvement, as well as enhanced reporting capabilities for senior management. He earned a Masters of Business Administration with a concentration in Finance from the J. Mack Robinson College of Business at Georgia State University, and holds a Bachelor of Science in Management from the Georgia Institute of Technology. Russell currently serves on the Board of Directors for the Georgia Securities Association.
MICHELE FIELDS, OPERATIONS AND PARTNER
Michele is a Partner for Cornerstone and is responsible for operations and overseeing client requests. Prior to Cornerstone, Michele worked at INVESCO Capital Management in portfolio and client service support. She also spent time overseeing the client service administrative team. Her nearly two decades of accounting and administration experience were rounded out with previous positions at the institutional money management firm Mitchell Hutchins and Oppenheimer. Michele earned her Bachelor of Science degree in Business Administration from the University of Richmond.
TERI VASHI, OPERATIONS
Teri is responsible for new accounts processing and operations at Cornerstone. Prior to joining the firm full time, Teri interned at Cornerstone where she gained experience in various operational roles. She earned her Bachelor of Business Administration with a major in Accounting from Georgia State University.
CHARLENE MASSE, CPA, OPERATIONS
Charlene is responsible for accounting and finance at Cornerstone and has over 20 years of accounting and business management experience. Prior to Cornerstone, Charlene was a principal of an accounting and consulting firm where she served as an external CFO for various clients. Prior to that, she was the Director of Finance and Accounting at Keel Point Advisors, LLC in Vienna, Virginia and the V.P. of Finance at the National Association of Mortgage Brokers (NAMB) in McLean, Virginia. At both Keel Point and NAMB, Charlene was responsible for management of all accounting and finance functions. Charlene earned her Bachelors of Science degree in Accounting from the Fisher School of Accounting at the University of Florida. She is a certified public accountant and maintains an active membership with the American Institute of CPAs.