Team

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. 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.

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.

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.

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.

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.

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.

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. Justin earned an MBA, with honors, from the Wharton School at the University of Pennsylvania, majoring in Finance and graduated Magna Cum Laude from Middlebury College with a Bachelor of Arts in Economics and a minor in Mathematics.

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.

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.

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.

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. Paul has a Juris Doctorate in Law from Fordham University School of Law and a Bachelor of Science in Economics from Union College.

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.

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.

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. Sabrina has a Bachelor of Science in Business Administration, Accountancy Major from Auburn University. She is a CPA and is a member of the Georgia Society of Public Accountants.

Miguel is responsible for operations. Prior to joining the firm full time, Miguel was a Know Your Customer (KYC) analyst for Deutsche Bank. Miguel earned a Bachelor of Business Administration with a degree in Finance from Mississippi State University.