Team Members

Executive Committee

Malcolm L.

Malcolm "Skip" Cowen II

President

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Tom Scalici

Thomas Scalici

Chief Executive Officer

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Kevin Karpuk, CFA, Cornerstone Advisors Asset Management, Forty Under 40 LVB

Kevin Karpuk

Chief Investment Officer

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Christopher McKinley

Chief Compliance Officer
Director of Technology

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Team Members

Whitney R. Bates

Whitney Bates

Investment Analyst

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Jennifer Bauder

Jennifer Bauder

Client Account Manager

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James Bennewitz

James Bennewitz

Senior Data Analyst

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Brian D. Bobeck

Brian Bobeck

Principal
Senior Consultant

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Evan Cowen

Evan J. Cowen

Consultant

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Tiffany Gilbert

Tiffany Gilbert

Principal
Senior Consultant
Director of Client Service and Operations

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Ashley Hoffman, Administrative Assistant

Ashley Hoffman

Client Service Administrator

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Katie Kaplan

Katie Kaplan

Strategic Associate
Marketing Coordinator 

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Christopher Lakatosh

Principal
Senior Consultant

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Erik T. Lentz

Erik Lentz

Client Account Manager

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Jessica Long

Jessica Long

Compliance and Operations Manager

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Jennifer L. Martin

Jennifer Martin

Accountant

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Rita Miller

Rita Miller

Investment Operations Supervisor

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Suzelle Olmos

Suzelle Olmos

Office Manager

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Angela Smolczynski

Angela Oste

Life Insurance and Planned Giving Operations Manager

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Tyler J. Papaz, Senior Consultant for Cornerstone Companies

Tyler Papaz

Principal
Senior Consultant
Director of Private Wealth

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Trevor M. Reid

Trevor Reid

Principal
Senior Investment Analyst

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Derek M. Schwartz

Derek Schwartz

Investment Analyst

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Kim M. Smalley

Kim Smalley

Executive Assistant
Licensing and Contracting Manager

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Ryan D. Wood

Ryan Wood

Principal
Senior Investment Analyst

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Samantha Yu

Samantha Yu

Investment Analyst

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Linda Zajko

Linda Zajko

Receptionist

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Mike Zambelli

Michael Zambelli

Senior Consultant
Director of Participant Services

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Matthew Zym

Matthew Zym

Investment Operations Associate

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