Institutional Investment Team
Kevin Karpuk, CFA®
Senior Investment Analyst
B.S. Lehigh University
M.S. Lehigh University
9 years with Cornerstone
9 years of investment experience
Kevin came to Cornerstone from Lehigh University where he majored in Economics and
also received his M.S. in the same subject. He is currently in charge of manager
research and selection. Kevin is a Municipal Securities Principal and a Series 7,
63 and 65 FINRA Registered Representative and a Licensed International Financial
Analyst.
Ryan Wood
Investment Analyst
B.A. Lehigh University
M.S. Lehigh University
8 years with Cornerstone
8 years of investment experience
Ryan started his career at Cornerstone directly out of Lehigh University’s Master’s
program for Economics. He currently heads up Cornerstone’s reporting capabilities
and assists in manager research and selection. His other responsibilities involve
software integration and creation for the Asset Management Team. Besides being a
Level II candidate for the CFA designation, Ryan is a Licensed International Financial
Analyst. He is also a Series 7, 63, and 65 FINRA Registered Representative.
Tiffany Gilbert, AIF®, ChFC®, CASL™
Director of Client Services, Asset Management
Senior Consultant
B.S.B.A. Shippensburg University
15 years with Cornerstone
15 years of investment experience
Tiffany consults with our investment clients and manages the service team for our
liquid asset management division. She serves as the liaison between our investment
policy committee members and asset management service group. She is responsible
for the external and internal servicing of both CAAM and CII clients. Tiffany holds
a AIF® (Accredited Investment Fiduciary) designation from the Center of Fiduciary
Studies.
She is also a Chartered Financial Consultant (ChFC®) and a Chartered
Advisor for Senior Living (CASL™).
She is a Series 7, 63 and 65 FINRA Registered Representative and a Registered
Paraplanner. She holds her PA state life and health insurance license and she is
currently studying for the comprehensive portion of the CFP exam.
Rita Miller
Client Service Administrator
B.S. in Mathematics
6 year with Cornerstone
6 year of investment experience
Rita came to Cornerstone as a 2004 graduate of Muhlenberg College. Her responsibilities
include coordinating all new business paperwork and ensuring the timely funding
of the accounts. She is also responsible for maintaining the ongoing servicing of
client investment accounts. She is a Series 7 and 66 FINRA Registered Representative.
Rita is currently pursuing her MBA in Finance.
Sean Jenkins
Associate Investment Analyst
BS Brown University
MBA Rider University
3 years with Cornerstone
3 years of investment experience
Sean came to Cornerstone in June of 2007 directly firm Rider University with a Masters
in Business Administration with a concentration in management. Prior to Rider’s, he
received his degree in Business Economics from Brown University. Assisting the Senior
Investment Analysts, Sean is responsible for enhancing the current reporting capabilities
of Cornerstone and also assists in manager research and selection. Sean is a
Series 7 and 66 FINRA Registered Representative and is a Level I candidate for
the CFA designation.
Megan Rogers
Strategic Assistant
BA English & Journalism, Penn State University
8 years with Cornerstone
Megan’s work at Cornerstone began in 2002 as a receptionist in the Bethlehem office.
She currently works as the Asset Management Team’s strategic assistant helping to
organize client meetings, workflow and work product. She also coordinates prospecting
and client contact for the Managing Director of CAAM. Megan’s other responsibilities
include document management and travel for team members.
Read our Institutional Investing
Outline