Bradley R. Yocum

Investment Operations Associate

EXPERIENCE

Brad is a member of Cornerstone’s Asset Management team and most of his time is spent working with the firm’s private wealth clients. Brad’s primary responsibilities at Cornerstone include implementing and updating the investment strategies for client portfolios, processing new business, and assisting with the servicing of client investment accounts. He also provides internal support for our senior consultants and assists clients with any service needs. Brad started with Cornerstone in 2019 and has eight years of financial services experience. Brad received a B.S. in Finance from Rider University.