Team

Teri is a Partner for Cornerstone and is responsible for 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.

Education

• BBA, Georgia State University

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.

Education

• MBA, Georgia State University
• BS, Georgia Institute of Technology

Community Involvement

• Georgia Securities Association
• Morningside Day Out Preschool

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.

Education

• BS, University of South Carolina

Community Involvement

• Trees Atlanta

John is the 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.

Education

• BS, State University of New York at Fredonia

Community Involvement

• Fredonia College Foundation
• High Museum of Art
• CFA Society

Frank is a Partner for Cornerstone and 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.

Education

• BBA, Kennesaw State University

Community Involvement

• Trees Atlanta
• Fulton County Animal Services

Sean is the Chief Compliance Officer, 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.

Education

• BBA, Georgia State University

Community Involvement

• Boy Scouts of America
• Saehan Presbyterian Church
• Norcross Water Polo

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.

Education

• MBA, University of Chicago
• BA (Cum Laude), Williams College

Community Involvement

• Vinings Historic Preservation Society
• National Association of Scholars

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.

Education

• MBA, Wharton School at the University of Pennsylvania
• BA, Williams College

Sabrina is the Comptroller for Cornerstone and is responsible for all Accounting functions. Prior to Cornerstone, Sabrina worked for the State of Georgia Division of Investment Services, Invesco Capital Management and RTM, Inc. She is a CPA and is a member of the Georgia Society of Public Accountants.

Education

• BS, Auburn University

Community Involvement

• National Charity League
• Aurora Day Camp
• Northside Youth Organization (NYO)

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.

Education

• MBA, Wharton School at the University of Pennsylvania
• BS (Highest Honors), Georgia Institute of Technology

Community Involvement

• Atlanta Humane Society

Miguel is responsible for operations. Prior to joining the firm full time, Miguel was a Know Your Customer (KYC) analyst for Deutsche Bank.

Education

• BBA, Mississippi State University

Justin 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, 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.

Education

• MBA (Honors), the Wharton School at the University of Pennsylvania
• BA (Magna Cum Laude), Middlebury College

Community Involvement

• Middlebury College
• Decatur-Dekalb Youth Soccer Club
• Atlanta Neighborhood Charter School

Paul is a Partner for Cornerstone and is responsible for leading the firm’s business development efforts with institutional and retail investors. Prior to joining the firm, he was a Vice President at Resolute Investment Managers (parent of American Beacon Advisors) where he led the firm’s consultant relations and direct institutional sales effort. Previously he had a similar role as a Managing Director at Virtus Investments (and RidgeWorth Investments prior to its acquisition by Virtus). Prior to his career in the asset management industry, Paul was a corporate lawyer for a Wall Street law firm and then was in-house counsel with Salomon Brothers and BankBoston.

Education

• JD, Fordham University School of Law
• BS, Union College

Community Involvement

• A Kid’s Place of Tampa Bay
• Metropolitan Ministries
• Wounded Warriors

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.

Education

• MBA (Honors), the Wharton School at the University of Pennsylvania
• BA, Princeton University

Community Involvement

• American Jewish Committee
• Atlanta Jewish Foundation
• My54

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).

Education

• MBA, the Wharton School at the University of Pennsylvania
• BS, Southern Methodist University

Community Involvement

• Second Helpings Atlanta
• Atlanta International School
• CFA Society Atlanta