What departments does Cornerstone Advisors Asset Management, LLC have?

Cornerstone Advisors Asset Management, LLC has employees across 7 departments including Entrepreneurship, Finance, Business Development, Consultant, Marketing.

What is the largest department at Cornerstone Advisors Asset Management, LLC?

The largest department at Cornerstone Advisors Asset Management, LLC is Entrepreneurship with 2 employees.

How has Cornerstone Advisors Asset Management, LLC's team size changed over time?

Cornerstone Advisors Asset Management, LLC's team has decreased from approximately 34 to 30 employees based on available data.

Cornerstone Advisors Asset Management, LLC Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Cornerstone Advisors Asset Management, LLC operates as a registered investment adviser in the financial services industry, specializing in consulting for successful institutions and wealthy families. The firm focuses on providing objective fiduciary guidance and a client-first approach, emphasizing undivided loyalty and tailored asset management that aligns with a client’s financial goals and risk tolerance. Based in Bethlehem, Pennsylvania, the company serves a professional market that includes institutional assets, retirement plans, private wealth, and planned giving, positioning itself as a detailed guidance partner within the advisory landscape. The organization publicly notes its affiliation with M Holdings Securities as the broker/dealer for securities and distinguishes its advisory practice from related entities under the Cornerstone umbrella. Recent leadership appointments and staff expansions in philanthropy services and business development at related Cornerstone entities are noted in press coverage. }

Cornerstone Advisors Asset Management, LLC Global Highlights

North America
72

United States Of America
72

Africa
1

Mauritius
1

Cornerstone Advisors Asset Management, LLC's Leadership

K. C.
Chief Financial Officer
Mobile Phone
Email
S. C.
President Chief Compliance Officer Owner
Mobile Phone
Email
J. H.
Founder
Mobile Phone
Email
R. T.
Owner
Mobile Phone
Email
E. H.
Vice President
Mobile Phone
Email
K. M.
Vice President
Mobile Phone
Email
C. H.
Director Business Development
Mobile Phone
Email
T. A. G.
Senior Consultant Director Of Client Services Asset Management
Mobile Phone
Email

Cornerstone Advisors Asset Management, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Consultant
Finance
Business
Accounting
Other
Sales

Contact profiles from Cornerstone Advisors Asset Management, LLC

Name

Title

Contact

Location

Last Update

G. A.
Administrative Assistant
Mobile Phone
Email
Oct 17, 2024
H. D.
Client Services
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Cornerstone Advisors Asset Management, LLC known for?

Cornerstone Advisors Asset Management, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-610-694-****

. Explore Cornerstone Advisors Asset Management, LLC's company overview page for more information.

What is Cornerstone Advisors Asset Management, LLC's most common email format?

Cornerstone Advisors Asset Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cornerstone Advisors Asset Management, LLC email formats with LeadIQ.

How many employees does Cornerstone Advisors Asset Management, LLC have currently?

Cornerstone Advisors Asset Management, LLC has approximately 38 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Cornerstone Advisors Asset Management, LLC's key employees and leadership?

As of July 2026, Cornerstone Advisors Asset Management, LLC's key employees include:

Chief Financial Officer: K. C.
President Chief Compliance Officer Owner: S. C.
Founder: J. H.
Owner: R. T.
Vice President: E. H.

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Cornerstone Advisors Asset Management, LLC Employee Directory

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