Insights from Cornerstone: Meet Some of Our Amazing Externs!
Release Date: 02/02/2022
Insight Into Cornerstone: A Mid-Year Update From Our CIO
Cornerstone Unplugged Podcast
Kevin Karpuk is the Chief Investment Officer (CIO) at Cornerstone Advisors Asset Management, a financial consulting firm. He is involved with Cornerstone’s Investment Policy and Strategic Planning Committee, specializing in asset allocation studies and client relationship management. Having led the responsibility for Cornerstone’s fixed income and alternative investments, Kevin also manages client portfolios and research. He supports many charitable causes and has established a donor-advised fund for philanthropic purposes. In this episode… The CDC declared the end of the COVID-19...
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What is happening in Commerical Real Estate and the CMBS market?
Cornerstone Unplugged Podcast
Pasquale Cardone II is the Founder and CIO of PC2 Capital, a private investment firm that invests across both fixed-income and equity securities in the commercial real estate sector. With over 20 years of experience in the financial industry, he’s worked as a commercial mortgage-backed security (CMBS) trader completing over $10 billion in transactions in less than four years at Citigroup Global Markets. Pasquale held a similar role at Wells Fargo Securities and was a research analyst and global bond portfolio manager at AllianceBernstein, where he was responsible for over $6 billion in...
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Insight Into Cornerstone: An Introduction To Charitable Gift Annuities
Cornerstone Unplugged Podcast
Avery Coleman is an Investment Analyst at Cornerstone Advisors Asset Management, LLC. His duties include manager due diligence, performance reporting, portfolio management, and asset allocation. In 2015, Avery graduated from the Shippensburg University of Pennsylvania with a bachelor’s degree in business administration. Angela Oste is the Director of Planned Giving at Cornerstone Advisors Asset Management, LLC. As the point of contact for not-for-profit clients, she is responsible for gift design, processing new and terminated gifts, and reporting annual donations, liabilities, and...
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Insight Into Cornerstone: First Quarter Market Update
Cornerstone Unplugged Podcast
Ryan Wood is the Principal and Senior Investment Analyst at Cornerstone Independent Asset Management. Since joining the firm in 2002, he has become a member of Cornerstone’s Lead Team and the Investment Policy and Strategic Planning Committees. Ryan holds the Chartered Financial Analyst (CFA) designation. In this episode… Where and when you invest your money can feel like a gamble. Researching the climate of the capital market is crucial to the success of your investments. With the completion of the first quarter, what trends have been established in the market, and how can you plan...
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Insight Into Cornerstone: Gala in the Garden
Cornerstone Unplugged Podcast
Sara Lakatosh is a committee chair member of Good Shepherd Rehabilitation Hospital’s Gala in the Garden, a fundraising event for pediatric rehabilitation care. She is the Co-owner of Full Circle Training Family Fitness, LLC (FCTfit), providing a positive environment for people of all physical and athletic abilities. Sara resides in Allentown, PA, where she taught for nearly a decade. She graduated from West Chester University and earned her master’s in education from Wilkes University. Chris Lakatosh is a committee chair member of Good Shepherd Rehabilitation Hospital’s Gala in the...
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Heart Health & the Importance of Hands-only CPR
Cornerstone Unplugged Podcast
Amy Cavaliere is an Experienced Tax Paraprofessional at BDO USA, LLP. She is a certified CPR and AED instructor, an advocate for the American Heart Association, and was chosen to be an ambassador for the American Heart Association’s Go Red for Women campaign in 2022. Amy served as a Member of the Executive Leadership Team for the Richie Ashburn Home Runs for Heart and an Executive Challenge Member for the Heart Walk with the American Heart Association. In this episode… After a medical trauma, it can be difficult to understand your body again. Being prepared for an emergency can be the...
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Will Capital Market and Economic Trends Fuel a Recession?
Cornerstone Unplugged Podcast
Malcolm "Skip" L. Cowen II is the President and Co-founder of Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, Inc. He has over 35 years of industry experience designing, implementing, and monitoring portfolios. He is the Chair of Cornerstone’s Investment Policy Committee, holds a position on Gettysburg College’s Board of Trustees, is an active member of several advisory groups, is nationally ranked by Barron’s, and is on the Board of Directors of M Financial Investment Advisers. Skip received a bachelor’s in business administration from Gettysburg...
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Sowing Seeds for Sustainable Growth With Mick Kelly
Cornerstone Unplugged Podcast
Mick Kelly is the Founder and CEO of GIY, a global community helping people grow their own food and creating a sustainable, waste-free future. Founded in 2008, GIY educates communities and schools about the benefits of growing their food. Mick is the Producer of “Grow Cook Eat,” a TV series available on Amazon Prime, and the author of The GIY Diaries: A Year of Growing and Cooking. He was the 2017 Local Food Hero in the Food & Wine Awards and an awardee of ReThink Ireland, Social Entrepreneurs Ireland, and the Arthur Guinness Fund. In this episode… Most consumers pay little attention to...
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Establishing Mindfulness and Healthy Living With Maureen Wendling
Cornerstone Unplugged Podcast
Maureen Wendling is the Executive Director at Shanthi Project, an education nonprofit providing evidence-based mindfulness services to more than 4,000 children and adults annually across the Greater Lehigh Valley in Pennsylvania. Her background in government relations and higher education has helped her become an experienced leader in Lehigh Valley’s nonprofit sector, and she has helped develop and implement key strategies to advance organizations in their missions. She actively participates in silent mindfulness retreats and serves on the Board of Associates of the Lehigh Valley Community...
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Rooted in the Community With Katelyn Mack, President and COO of LINC
Cornerstone Unplugged Podcast
Katelyn Mack is the President and COO of Lehigh Valley Inter-Regional Networking & Connecting Consortium (LINC), a nonprofit organization in Lehigh Valley, Pennsylvania, that partners with employers to support employees moving to the area and provides resources for fostering more inclusive workplaces and communities. She is the Founder and CEO of Accelerate Impact, LLC, a consulting business that helps organizations drive equitable, community-led social change. Katelyn was the Vice President of Impact and Evaluation for the Boys and Girls Clubs of the Peninsula and a Director for FSG. ...
info_outlineTaylor is a sophomore finance major at Lehigh University in Bethlehem, Pennsylvania. He recently picked up golfing. He’s interested in becoming a financial advisor. This program has piqued his interest in retirement planning and private wealth management.
Herman is a third-year student at Kutztown University, majoring in finance and personal financial planning with a minor in psychology. He helps manage a cafe owned by his sister on the weekends or on breaks, which propelled him to want to go into finance. He loves the client aspects and, through the extern program, realized that this business can be taken in many directions.
Kyle is a junior at Millersville University with a sports medicine and financial economics major. When he’s not in the gym, he enjoys spending time outside doing things like hiking, camping, or fishing. When the pandemic hit, Kyle became fascinated by the stock market as a way that people could create wealth for themselves. At the moment, he’s thinking he might like to get into the role of being an analyst and help people make financial decisions.
In this episode…
What do college students think about financial services, and why are they interested in pursuing it as a career path?
Cornerstone Advisors Asset Management runs a weekly extern program at the beginning of the calendar year. They engage with college students interested in learning more about the business and the firm. These externs spend the week meeting with senior leadership to understand the sales process, the service process, operations, the investment process — everything under the Cornerstone umbrella. They are asked to complete a research project by the end of the week, which they will present to the firm. Nick, Taylor, Herman, and Kyle are all interested in the asset management world for various reasons and discovered a lot by participating in the externship program.
In this episode of Cornerstone Unplugged, JP Cavaliere and Meredith Heydt sit down with four college students from the extern program. They discuss the students' motivation for seeking a career in financial services, what a deal-breaker will be if they want to take up a job in the field, the best way to prepare their resume, and other fun topics.