Corporate Board Profile
| Filing Date | Source Excerpt |
|---|---|
| 2022-02-25 | He oversees Research at the Investment Adviser and serves as a Co-Portfolio Manager. |
| 2023-02-24 | Vice President of Cornerstone Advisors, LLC; Vice President of Cornerstone Advisors Asset Management LLC. |
| 2024-02-27 | Chief Investment Officer of Cornerstone Advisors, LLC (since May 2023); Vice President of Cornerstone Advisors, LLC (June 25, 2019 - Apr. 30, 2023); Vice President of Cornerstone Advisors Asset Management LLC (May 1, 2019 - June 24, 2019); Vice President of Cornerstone Advisors, Inc. (Feb. 2018 - April 30, 2019); Director and Assistant Secretary of Cornerstone Strategic Value Fund, Inc. |
| 2025-02-27 | Chief Investment Officer of Cornerstone Advisors, LLC. |
Data sourced from SEC filings. Last updated: 2025-04-15