Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2023-02-24 | Mr. Bradshaw holds a B.S. in Finance and Banking from Appalachian State University and holds an M.B.A. with a concentration in Investment Management from Rice University. |
| 2024-02-27 | Mr. Bradshaw holds a B.S. in Finance and Banking from Appalachian State University and holds an M.B.A. with a concentration in Investment Management from Rice University. |
| 2025-02-27 | Chief Investment Officer of Cornerstone Advisors, LLC; holds a B.S. in Finance and Banking and an MBA with a concentration in Investment Management. |
| Filing Date | Source Excerpt |
|---|---|
| 2022-02-25 | Daniel W. Bradshaw (May 1990)** Director; Assistant Secretary 2021 Aggregate Compensation From Fund $0 Total Compensation From Fund and Fund Complex $0 Mr. Daniel W. Bradshaw and Mr. Ralph W. Bradshaw each is an “interested person” as defined in the Investment Company Act of 1940 because of his affiliation with Cornerstone Advisors, LLC. |
| 2023-02-24 | Daniel W. Bradshaw (May 1990) Director; Assistant Secretary 2021 ... Aggregate Compensation From Fund and Fund Complex Paid to Director $0 |
| 2024-02-27 | Daniel W. Bradshaw (May 1990) Director; Assistant Secretary 2021 Chief Investment Officer of Cornerstone Advisors, LLC Aggregate Compensation From Fund $0 Total Compensation From Fund and Fund Complex $0 |
| 2025-02-27 | Chief Investment Officer of Cornerstone Advisors, LLC. |
Data sourced from SEC filings. Last updated: 2025-07-01