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Cornerstone Unplugged

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Educating and Protecting Athletes With Luke Fedlam




June 8, 2022


Luke Fedlam is a Partner at Porter Wright Morris and Arthur LLP, where he leads the Sports Law Practice Group. He places great value on guiding and educating athletes to make informed decisions at any phase of their careers. Working with the athlete’s team of advisors, Luke provides the essential, objective, thorough, and balanced counsel necessary to help leverage opportunities. With nearly two decades of experience working with athletes, Luke is also the Founder and President of Anomaly Sports Group, an industry resource for college athletics and professional sports that prepares athletes for life and business opportunities outside their respective sports. Luke is a graduate of The Ohio State University Moritz College of Law and enjoys spending time with his two children and his wife of 15 years.



Here’s a glimpse of what you’ll learn:
• Luke Fedlam shares his transition from a background in political science to sports management 
• Luke talks about his service in the National Guard and helping with the relief efforts after Hurricane Katrina 
• How Luke began educating athletes with legal advice and structure
• What is the financial differentiator between college versus professional sports?
• How Luke uses his legal perspective to help athletes with business contracts
• The importance of unwinding and giving back to the community
• Luke explains developing yourself and your leadership abilities for the future 

In this episode:
As a lawyer, how can you help your clients navigate the financial industry and optimize their strategic decisions? Is it possible to transform yourself and tackle your next level of growth with confidence?

Luke Fedlam strives to guide his clients to make the best and most informed decisions for their future. He approaches each client with zero bias and based on education first. A trusted advisor provides education, so he works with all levels of athletes to not only educate but to help create game plans for life during and after sports. With a well-rounded approach, he works with each athlete and collaboratively incorporates their family and team of advisors into the various opportunities and challenges. Luke’s experience has taught him techniques and proven strategies to improve athletes’ leadership skills for greater success. The goal is for clients to ultimately navigate and engage their financial resources to create their best future. 

Join JP Cavaliere in this episode of Cornerstone Unplugged as he sits down with Luke Fedlam, Partner at Porter Wright Morris & Arthur LLP, to discuss educating and protecting athletes at all levels on financial decisions and opportunities. Luke talks about how his military background formed the foundation of his leadership skills, guiding athletes to make informed decisions, and how self-renewal plays a pivotal role in success.


Resources mentioned in this episode:
Luke Fedlam on LinkedIn 
Porter Wright Morris & Arthur LLP 
Anomaly Sports Group 
Protecting Your Possibilities 
JP Cavaliere on LinkedIn 

Cornerstone

Cornerstone Unplugged podcast

Click here for a complete list and review of our disclaimers 
 

At Work In Human Resources and Higher Education With Angie Mills




June 1, 2022


Angie Mills is a Senior Benefits Analyst at Creighton University. She is an experienced benefits manager with a history of working in higher education and in the corporate world for companies like Ultimate Software, Lindsay Corporation, Vertrue, Sitel, and Baker’s Supermarkets. Angie has the experience and a solid human resources background. She has a bachelor’s degree from Bellevue University with a focus on human resources management and services.







Here’s a glimpse of what you’ll learn:
• Angie Mills talks about her career journey and blending safety and wellness into the human resources space
• The importance of implementing the flexibility of a hybrid workplace for employees 
• How to effectively navigate and carry out time management skills
• Angie describes the rewards and challenges of working in the human resources space

In this episode:
Are you finding the ideal enthusiastic candidates for your team, or are you still hiring employees that just want a paycheck? 

Angie Mills knows that life is unpredictable, and having a flexible employer with a hybrid workplace option can be a valuable asset for employees. She knows the importance of viewing employees as individuals and understanding who you serve. By providing employees with the tools for self-management and organization, you’re giving them the recipe for success — it gives them the opportunity to network and grow. So, how can you get started finding the people that fit your mission and values?

In this episode of Cornerstone Unplugged, Jennifer Bauder is joined by Angie Mills, Senior Benefits Analyst at Creighton University, to discuss human resources in the higher education space. Angie discusses her career journey in human resources, how a hybrid workplace can attract and retain talent, and effective tips for time management in the workplace. 


Resources mentioned in this episode:
Angie Mills on LinkedIn 
Creighton University
Jennifer Bauder

Cornerstone

Cornerstone Unplugged podcast

Click here for a complete list and review of our disclaimers 
 

Cultivating Strong Leadership with Terence Farrell




May 4, 2022


Terence Farrell is the President of For Real Solutions LLC, an IT consulting company specializing in agile consultancy, agile software development, IT infrastructure hosting, and operations and management support. 

He served the county of Chester, Pennsylvania for over 21 years — first as the Recorder of Deeds for eight years and then as the Commissioner for 12. Terence is a graduate of Carleton College in Minnesota and was a Board Member for the YMCA for 11 years.





Here’s a glimpse of what you’ll learn:
• Terence Farrell talks about Carleton University and his family history of higher education
• One of Terence’s core motivators in life and business: bringing education and technology to public service 
• Why open communication is crucial for cultivating and developing a solid team
• Terence explains the emphasis on education and the advantages available to living in Chester County
• How Terence started and pivoted his business and was able to grow during the pandemic 
• Terence shares how he fills his free time with family and hobbies

In this episode:
How can you continue to grow in your career after each milestone? What actions should you take to reach your professional and personal goals?

Terence Farrell began his career doing volunteer work for the county and, as a result, built his career and became a county commissioner. For Terence, his roots are in education and togetherness, which is why he says a foundation of trust needs to be built on open and honest communication. As a person in a leadership position, understanding the impact of each decision is crucial, especially when it impacts the most vulnerable. As an established leader, listen as he shares his advice on becoming a better leader, advocate, and ways to develop your career. 

In this episode of Cornerstone Unplugged, JP Cavaliere sits down with Terence Farrell, President of For Real Solutions LLC, to talk about strategies for cultivating great leadership. Terence shares his advice for creating an impactful change, building a team based on trust, and the importance of evolving your brand and yourself to produce continued growth.


Resources mentioned in this episode:
Terence Farrell on LinkedIn 
Terence Farrell
Terence Farrell on Facebook
For Real Solutions LLC
Cornerstone
Cornerstone Unplugged podcast
Ryan Costello on LinkedIn
Michelle Kichline on LinkedIn
Kathi (Vogt) Cozzone on LinkedIn


Click here for a complete list and review of our disclaimers 
 

Insights From Cornerstone: A Conversation With Our Director of Retirement Planning




April 6, 2022


Jennifer Bauder is the Principal and Director of Retirement Planning at Cornerstone Advisors Asset Management, LLC. She has over 25 years of experience in the financial services industry and began as an advisor for Prudential. Jennifer has worked for retirement services firms and a life insurance company before working with Cornerstone.










Here’s a glimpse of what you’ll learn:
• Jennifer Bauder shares how she found her passion for working as a retirement planner 
• Some of the tools and strategies in place to guide a retirement operations team
• How does an industry shift affect the environmental, social, and governance sectors of retirement?
• Jennifer discusses her future traveling plans with her family

In this episode:
How do you ensure you’re funding the right amount for your retirement? Where can you turn for additional help outside your organization for your 401(k) contribution? 

Building your future is no easy task, but with the right educational tools, it doesn’t have to be so daunting. Jennifer Bauder knows that to succeed, clients need to be given the right tools and education to operate their plan. She guides clients in understanding the environmental, social, and governance aspects of retirement planning to make the best decisions for the future. 

In this episode of Cornerstone Unplugged, JP Cavaliere sits down with Jennifer Bauder, Principal and Director of Retirement Planning at Cornerstone Advisors Asset Management LLC, to discuss the retirement space and understand the core funding of retirement. Jennifer talks about the importance of educational tools for retirement teams, how changes in the industry can affect 401(k) planning options, and her future traveling plans with her family.


Resources mentioned in this episode:
Jennifer Bauder 
Cornerstone

Cornerstone Unplugged podcast

Click here for a complete list and review of our disclaimers 
 

Estate Planning Strategies with Anthony "Sonny" Beltrami



March 30, 2022


Anthony "Sonny" Beltrami is an Associate Attorney at Fitzpatrick, Lentz, and Bubba, a full-service law firm in Allentown, Pennsylvania. His focus is primarily on estate planning, administration of estates and trusts, taxation, fiduciary and beneficiary representation, and business succession planning. He graduated from Moravian University with a Bachelor of Business Administration and from the Drexel University Thomas R. Kline School of Law. 








Here’s a glimpse of what you’ll learn:
• Anthony "Sonny" Beltrami talks about growing and expanding his knowledge in estate planning
• The benefits of a mentor and why they are crucial for novice attorneys 
• An in-depth look at estate planning for managing assets
• Sonny shares the importance of client education for estate planning and tax law
• Sonny explains the benefits of an irrevocable trust to protect your estate 

In this episode:
Discussing topics like death, incapacity, and life-altering events can be daunting. But what can you do to prepare your assets for the future?

Education is the key to your peace of mind and transforming your aversion to the process. Anthony “Sonny” Beltrami educates and empowers clients as they walk through estate planning. By providing the tools to understand important documents, Sonny guides clients to make informed decisions based on their current situations and also to be prepared if a change occurs. 

In this episode of Cornerstone Unplugged, Evan Cowen sits down with Anthony "Sonny" Beltrami, Associate Attorney at Fitzpatrick, Lentz, and Bubba, to discuss some common estate planning misconceptions. Sonny talks about the impact of mentorship on a green attorney, preparing for life changes through estate planning, and why client education is crucial for preparing for the future. 


Resources mentioned in this episode:
Anthony "Sonny" Beltrami on LinkedIn
Fitzpatrick, Lentz, and Bubba
Evan Cowen on LinkedIn
Edward J. Lentz
Peter Iorio on LinkedIn
Joseph Bubba on LinkedIn
Joseph Fitzpatrick Jr. on LinkedIn

Cornerstone
Cornerstone Unplugged podcast 
 

Click here for a complete list and review of our disclaimers 
 

Nurturing an Omnichannel Presence With Nick Bertram




March 16, 2022


Nick Bertram is the President of The GIANT Company, a leading food retailer. He has led the organization since 2018, but his love of retail began as a Customer Service and Training Supervisor at JC Penny. Before his current position, he was a Regional General Manager for Walmart, a Senior Vice President of Retail Operations for Jewel-Osco, and the Senior Vice President of Merchandising for Ahold Delhaize.

Nick is involved in volunteering as the ??Chairman of the Board for the PA Chamber of Business and Industry; the Co-chair, Corporate Council Member, Foundation Board of Overseers for the Children's Hospital of Philadelphia; and as a Member of The Board of Advisors at the Satell Institute.



Here’s a glimpse of what you’ll learn:
• Nick Bertram shares his history of working for The GIANT Company
• Why a thirst for knowledge is a key component of being a leader
• Nick talks about managing his organization during the pandemic
• How to keep employees and customers safe during uncertain times
• Nick discusses inflation and consumer behavior in food retail
• The importance of creating a difference through an omnichannel presence 
• Nick explains what great leadership looks like

In this episode:
Are you wondering how to connect with consumers using an omnichannel presence? How can you transform yourself into the right person to lead your company and build an enterprise? 

For Nick Bertram, building your business takes dedication, a hunger for knowledge, and innovative solutions. When the Covid-19 pandemic hit, Nick didn’t wait — he took action to pivot his business model and created a safe environment for his customers and employees. Through innovative solutions, his company created an omnichannel presence, offering online ordering and in-store shopping.

In this episode of Cornerstone Unplugged, JP Cavaliere and Skip Cowen sit down with Nick Bertram, President of The GIANT Company, to talk about building smart infrastructure for a multi-channel approach to a seamless shopping experience. Nick discusses unique applications to provide safe shopping during the pandemic, how to guide your organization through supply chain disruptions, and details essential leadership skills everyone needs.


Resources mentioned in this episode:
Nick Bertram on LinkedIn 
The GIANT Company
Cornerstone
JP Cavaliere on LinkedIn
Skip Cowen on LinkedIn

Cornerstone Unplugged podcast

Click here for a complete list and review of our disclaimers 
 

Insights from Cornerstone: The Basics of Planned Giving




March 9, 2022


Stephen Link is the Director of Philanthropic Services at Cornerstone Advisors Asset Management, LLC, where he works with nonprofit organizations and individuals on their overall financial plans. He spent the last 30 years building solid financial foundations for higher education and healthcare. In 1985, Stephen began his career at Price Waterhouse and was the Senior Philanthropic Advisor for Georgetown University. He was also both the Director of Principal Gifts and the Assistant Treasurer at Lehigh University. Stephen has served on the boards of the Lehigh Valley Community Foundation, the Historic Bethlehem Partnership, and the Lehigh Valley Chamber Orchestra.




Here’s a glimpse of what you’ll learn:
• Stephen Link talks about working with charities and trusts to help people make a greater impact
• Why you should focus on your accomplishments and how you can help others in the future
• Stephen explains the importance of speaking to a financial advisor when preparing for your future and beyond
• The opportunity planned giving provides for the future of your family or organization
• Stephen details key elements for accomplishing donor needs
• Stephen describes his thoughts on the characteristics of a financial advisor

In this episode:
Do you have an altruistic desire to help people, communities, and organizations in need? What can you do to optimize your decisions and assets for the future? 

Stephen Link proposes there is a different solution for everyone to achieve their financial goals, but you need to have a foundation focused on what you want to accomplish. Instead of rushing forward, you should reflect upon the future of what financially matters the most — children, grandchildren, spouse, and how you can help others who are in need. Are you ready to explore philanthropic solutions to build a long-term stewardship of economic benefits?  

In this episode of Cornerstone Unplugged, JP Cavaliere sits down with Stephen Link, Director of Philanthropic Services at Cornerstone Advisors Asset Management, LLC, to discuss making an impact on people’s lives through charitable contributions. Stephen talks about the importance of maintaining current documents of beneficiary designations, the impact a donation can make on a community or organization in need, and why you must have a knowledgeable financial advisor to help you reach your philanthropic goals. 


Resources mentioned in this episode:
Stephen Link on LinkedIn 
Lehigh Valley Community Foundation

Cornerstone

Cornerstone Unplugged podcast

Click here for a complete list and review of our disclaimers 
 

The Importance of Advocacy for Businesses With Gene Barr



March 2, 2022


Gene Barr is the President and CEO of the Pennsylvania Chamber of Business and Industry. He has over 40 years of experience in governmental and public affairs and business operations. He worked for BP America, Associated Petroleum Industries of PA, McNees Wallace & Nurick LLC, and was a local elected official in the Philadelphia area. 

Gene is a graduate of St. Joseph’s University with a degree in political science. He is a former board member of the National Civil War Museum and the author of A Civil War Captain and His Lady: A True Story of Love, Courtship, and Combat.
 



Here’s a glimpse of what you’ll learn:
• Gene Barr shares his journey through politics, law, and business 
• The reason and passion behind Gene’s involvement in business advocacy 
• Why a little acknowledgment and value can propel your career forward
• How technology has changed advocacy over the years
• Gene explains obstacles in business advocacy: workforce, education, and immigration 
• Gene describes leadership styles to influence businesses and job creation
• What are the lessons we can learn from history on decency, leadership, and success? 

In this episode:
Are you looking to establish a more inclusive and prosperous workspace for your employees? How do you lobby for better rights and a louder voice for workers?

According to workforce and business expert Gene Barr, leaders have to defend the working class system, and he has spent his career advocating against the inequality of workers’ rights. Through his work and research of history, Gene is a leader in the industry and influences governmental organizations and businesses on behalf of workers. So, are you ready to make a change in your business climate?

In this episode of Cornerstone Unplugged, Chris Lakatosh sits down with Gene Barr, President and CEO of the Pennsylvania Chamber of Business and Industry, to discuss advocating for a change in business practices. Gene talks about why he became interested in business lobbying, the evolution of technology as a more accessible resource, and how to conquer obstacles in business and leadership. 


Resources mentioned in this episode:
Gene Barr on LinkedIn
PA Chamber
Gettysburg Foundation
A Civil War Captain and His Lady: A True Story of Love, Courtship, and Combat by Gene Barr
Christopher W. Lakatosh

Cornerstone
Cornerstone Unplugged podcast 
 

Click here for a complete list and review of our disclaimers 
 

Jaden Tanaka, Owner of Overtime Rips




February 23, 2022


Jaden Tanaka is one of the Owners at Overtime Rips. He's from Orange County, California. He, his father, and his friend have taken the sports cards collection industry by storm, and they're known as the Rippers. He's got a ton of followers on Instagram and TikTok.











Here’s a glimpse of what you’ll learn:
• How Jaden Tanaka got into the sports cards business 
• What Jaden does at Overtime Rips 
• The rise of Prism Hobby 
• How sports cards are an asset 
• What are the most popular sports cards? 
• The hot cards boxes in basketball now 
• What are the types of sports cards? 
• How Jaden thinks Fanatics buying Topps Co would impact the sports cards industry
• Are sports cards valuable?

In this episode:
You've probably heard about the rise in NFT's, cryptocurrency, and means stocks. Another big thing now is sports cards. If you go to your local Walmart or Target and attempt to buy a box of baseball or football cards, they're either out of stock or very expensive.
 
Here's what's happening. Over the past few years, the scarcity of cards has increased because of the demand and supply imbalance. If you find a football card with an autograph, it will sell for big money on eBay. And the excitement has gone through the roof. Want to learn about the sports cards industry and what all the rave is about? 

In this episode of Cornerstone Unplugged, JP Cavaliere chats with Jaden Tanaka of Overtime Rips. They talk about the crazy transformation within the sports cards industry and how it will be impacted after the news that an e-commerce company, Fanatics, has purchased the leading card company, Topps Co.


Resources mentioned in this episode:
Overtime Rips (coming soon) 
Jaden Tanaka on Instagram

Jaden Tanaka on Tik Tok
JP Cavaliere on LinkedIn
Cornerstone

Cornerstone Unplugged podcast

Click here for a complete list and review of our disclaimers 
 

Insights from Cornerstone: Meet Some of our Amazing Externs!



February 16, 2022


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. 







Here’s a glimpse of what you’ll learn:
• Externs introduce themselves and share why they are interested in financial services 
• Externs biggest deal-breaker in a job 
• Should your resume be personable or strictly professional? 
• Why do you leave emails unread? 
• Externs share their alternative career paths 

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, Hernan, and Kyle are all interested in the asset management world for various reasons and discovered a lot by participating in the externship program. 


Resources mentioned in this episode:
JP Cavaliere on LinkedIn
Meredith Heydt on LinkedIn
Cornerstone
Cornerstone Unplugged podcast 
 

Click here for a complete list and review of our disclaimers 
 

Insights from Cornerstone: Navigating Capital Markets in 2022



February 9, 2022


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.