Team

There 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 different. 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.

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John Campbell, CFA, CIO

Investments

John serves as Chief Investment Officer and is a Partner for Cornerstone. Prior to Cornerstone, John had a 12 year tenure at Invesco Capital Management where he was a Global Partner and Portfolio Manager. In his last five years, John was in charge of managing Invesco Capital Management’s US Large Cap Value portfolio. He was also one of five members of the Global Investment Committee. Previously, he worked at SouthTrust Bank for 12 years. His last several years were as a portfolio manager and head of the investment division in Atlanta. John earned a Bachelor of Science in Business Finance from the State University of New York at Fredonia. In the past, he has been a CFA review course instructor, test grader, and exam writer.
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Rick Van Nostrand, CFA

Investments

Rick is a Partner for Cornerstone and is responsible for research and portfolio management. 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. Previously, he worked in management consulting where he served clients across industries at both McKinsey & Company and Accenture (then Andersen Consulting). Rick earned an 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.
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Dean Morris, CFA

Investments

Dean is a Partner for Cornerstone and is responsible for research and portfolio management. Prior to Cornerstone, Dean had a 10 year tenure as a Partner and Senior Director at Invesco Capital Management. 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. He was also one of five members of the Global Investment Committee. Previously, he was a Portfolio Manager with SunTrust Bank in Atlanta. Dean earned an MBA from the University of Chicago, and holds a Bachelor of Arts, Cum Laude, in Economics from Williams College.
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Mark Spatt, CFA

Investments

Mark is a Partner for Cornerstone and is responsible for research and portfolio management. 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. Mark earned an MBA, with honors, from the Wharton School at the University of Pennsylvania, double majoring in Operations and Management and holds a Bachelor of Arts from Princeton University.
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Nicholas Nottebohm, CFA

Investments

Nicholas is a Partner for Cornerstone and is responsible for research and portfolio management. 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. Nicholas earned an MBA from the Wharton School at the University of Pennsylvania, double majoring in Finance and Management, and holds a Bachelor of Arts from Williams College.
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Matthew Ritz, CFA

Investments

Matthew is a Partner for Cornerstone and is responsible for research and portfolio management. 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 in middle-market, private companies. Matthew earned an MBA from the Wharton School at the University of Pennsylvania, double majoring in Finance and Healthcare Management, and graduated with highest honors from the Georgia Institute of Technology with a Bachelor of Science in Management.

Russell Brown, CFA

Trading & Investments

Russell is a Partner for Cornerstone and is responsible for operations, equity research and serves as Head Trader. Prior to Cornerstone, Russell worked at The Home Depot in the International Trade department. Russell earned an MBA, with a concentration in Corporate Finance, from the J. Mack Robinson College of Business at Georgia State University, and holds a Bachelor of Science in Management, with certificates in Finance and Industrial/Organizational Psychology, from the Georgia Institute of Technology. Russell is a former President and current Board Member for the Georgia Securities Association.
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Taylor Fairman, CFA

HNW Investments & Client Service

Taylor is a Partner for Cornerstone and is responsible for High Net Worth Portfolio Management and Institutional client service. Prior to Cornerstone, Taylor was a Portfolio Manager at Worthscape, LLC, a boutique all capitalization equity firm. Previously, he 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, and holds a Bachelor of Arts from Rhodes College, and a Masters of Science in Accounting from the University of Rhode Island.
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Christopher Reynolds, CIMA

Marketing & Client Service

Chris is a Partner for Cornerstone and is responsible for marketing and client service. Prior to Cornerstone, 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), and the Association of Investment Management Sales Executives (AIMSE). Chris earned an MBA and Bachelor of General Studies 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.
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Todd Harlicka

Marketing & Client Service

Todd is a Partner for Cornerstone and is responsible for marketing and client service. Prior to Cornerstone, Todd was a Global Product Specialist with Invesco Capital Management and served as a member of the U.S. Large Cap Value portfolio as an investment analyst. Previously, he worked as a financial consultant with Smith Barney. Todd earned a Bachelor of Science in Management from the Georgia Institute of Technology.
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Tom Builder

Marketing & Client Service

Tom is a Partner for Cornerstone and is responsible for marketing and client service. Prior to Cornerstone, Tom was a consultant with Atcore Systems, a CRM and Business Intelligence consulting firm. Previously, 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 a Bachelor of Science in Finance from the Darla Moore School of Business at The University of South Carolina.
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Frank Haddad

Marketing & Client Service

Frank is responsible for marketing and client service. Prior to Cornerstone, Frank was a Senior Data Specialist with Invesco, a global asset management firm. Previously, Frank was a Product Manager at eVestment, where he set the strategic vision and priorities for the Omni product line and worked as an analyst in various client service and analytical roles for eVestment. Frank earned a Bachelor of Business Administration with a major in Finance from Kennesaw State University.
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Sean Kim

Operations

Sean is a Partner for Cornerstone and is responsible for operations, administration, technology and compliance. Prior to Cornerstone, Sean worked as the Manager of Operations at EARNEST Partners where he specialized in investment accounting, financial reporting, trade operations and processes and procedures. Previously, he served as a Fund controller at Enterprise Capital Management, Inc. Sean began his career as a Senior Investment Analyst at PNC Bank. Sean earned a Bachelor of Business Administration with a major in Finance from Georgia State University.
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Michelle Fields

Operations

Michele is a Partner for Cornerstone and is responsible for operations. 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. Previously, she worked at Mitchell Hutchins and Oppenheimer in various operational roles. Michele earned a Bachelor of Science in Business Administration from the University of Richmond.
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Teri Ambrus

Operations

Teri is a Partner for Cornerstone and is responsible operations. Prior to joining the firm full time, Teri interned at Cornerstone during the winter of 2013 where she gained experience in various operational roles. Previously, Teri was a staff accountant at Premier Tax Advisors. Teri earned a Bachelor of Business Administration with a major in Accounting from Georgia State University.

Deja Hall

Operations

Deja is responsible for operations. Prior to Cornerstone, Deja worked at Convoy Logistics as a Live Operations Coordinator, where she gained valuable experience working in a real-time and fast-paced environment. Deja earned a Bachelor of Business Administration with a concentration in Finance from Georgia State University.