Kevin Karpuk

AIF®, CFA, CIPM®

Chief Executive Officer

Kevin is Cornerstone’s CEO and is involved with the firm’s Investment Policy and Strategic Planning committees. Kevin joined the company in 2000 after graduating from Lehigh University with a B.S. and M.S. in Economics and earned his CFA charter in 2005. Kevin formally served as the company’s Chief Investment Officer. Kevin supports many charitable causes and has established a donor advised fund to propagate his philanthropic interests. Kevin lives in Bethlehem and enjoys woodworking, gardening, reading, and traveling. Kevin is the proud uncle to many nieces and nephews and loves spending time with and spoiling them.

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services are offered through Cornerstone Advisors Asset Management, LLC. Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC are independently owned and operated. Cornerstone Institutional Investors, LLC is a member of M Financial Group. Please go to mfin.com/Disclosure for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA’s BrokerCheck

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0K11552

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. 6002666.1

CONNECT WITH US

WE’RE ALWAYS IN YOUR CORNER

74 West Broad Street, Suite 340
Bethlehem, PA 18018

(610) 694-0900

ADV PART 2

FORM CRS

PRIVACY STATEMENT

BUSINESS CONTINUITY PLAN

ADV PART 2

FORM CRS

PRIVACY STATEMENT

BUSINESS CONTINUITY PLAN