Insight Into Cornerstone: An Introduction To Charitable Gift Annuities
April 27, 2023
Avery Coleman is an Investment Analyst at Cornerstone Advisors Asset Management. His duties include managing due diligence, performance reporting, portfolio management, and asset allocation. In 2015, Avery graduated from the Shippensburg University of Pennsylvania with a bachelor’s degree in business administration.
Angela Oste is the Director of Planned Giving at Cornerstone Advisors Asset Management. As the point of contact for not-for-profit clients, she is responsible for gift design, processing new and terminated gifts, and reporting annual donations, liabilities, and valuations. Angela’s role helps clients develop marketing and educational campaigns geared to increase donor participation. Angela also serves as the Life Insurance Operations Manager for Cornerstone Institutional Investors to assist producers in designing and implementing insurance plans for clients.
Here’s a glimpse of what you’ll learn:
• Angela Oste explains the benefits of a CGA (Charitable Gift Annuity) — and the stipulations associated with it
• How CGA rates are determined
• Are there restrictions on what CGAs can be allocated toward?
• What you should do if a prospective donor wants to set up a CGA
In this episode:
Contrary to the standard for-profit business model that benefits its owners, nonprofits exist because of generous people who offer charitable donations. To receive philanthropic gifts from donors, implementing giving strategies is necessary. What can nonprofit organizations do to encourage donors to continue their contributions?
Leaders of nonprofits acknowledge their donors are the heartbeat of the organization. Relying on charitable gifts keeps your organization's mission moving forward — and you want those donations to continue regularly. A CGA (Charitable Gift Annuity) is a strategic initiative that encourages a recurring donation with the donor benefiting from tax-free income upon retirement. Beneficial for both the organization and the giver, CGAs encourage generosity and a way for donors to participate in the missions they believe in.
In this episode of Cornerstone Unplugged, JP Cavaliere invites Avery Coleman, an Investment Analyst at Cornerstone Advisors Asset Management, and Angela Oste, the Director of Planned Giving at Cornerstone Advisors Asset Management, to discuss the benefits and stipulations associated with CGAs, how CGA rates are determined, and restrictions on CGA allocated funds. Angela explains what the process looks like for nonprofits who have donors wanting to set up a CGA.
Resources mentioned in this episode:
Avery Coleman on LinkedIn
Angela Oste on LinkedIn
JP Cavaliere on LinkedIn
Cornerstone Advisors Asset Management
Cornerstone Unplugged
Click
here for a complete list and review of our disclaimers
Insight Into Cornerstone: First Quarter Market Update
April 12, 2023
Ryan Wood is the Principal and Senior Investment Analyst at Cornerstone Independent Asset Management. Since joining the firm in 2002, he has become a member of Cornerstone’s Lead Team and the Investment Policy and Strategic Planning Committees. Ryan holds the Chartered Financial Analyst (CFA) designation.
Here’s a glimpse of what you’ll learn:
• Ryan Wood provides an overview of capital market trends seen in the first quarter
• What to expect based on the rapid rate change — and how investors should perceive this new environment
• How the federal government's actions have changed banking operations and lending standards
• Ryan encourages investors to control costs, diversify, and maintain long-term strategies
In this episode:
Where and when you invest your money can feel like a gamble. Researching the climate of the capital market is crucial to the success of your investments. With the completion of the first quarter, what trends have been established in the market, and how can you plan accordingly for the remainder of 2023?
The first quarter yielded unexpected developments in capital markets. While percentage rates fluctuate, we are still combating inflation rates and the consequences of bank collapses — not to mention predictions of a looming recession. As we continue into the second quarter, Ryan Wood encourages investors to hold on to their long-term plans because markets will recover.
In this episode of Cornerstone Unplugged, JP Cavaliere sits down with Ryan Wood, Principal and Senior Investment Analyst at Cornerstone Independent Asset Management, to discuss how capital markets have been affected in the first quarter of the year. Ryan shares his thoughts on the rate changes, how banking operations have adjusted, and what investors should focus on moving forward.
Resources mentioned in this episode:
Ryan Wood
JP Cavaliere on LinkedIn
Cornerstone Advisors Asset Management
Cornerstone Unplugged
Click
here for a complete list and review of our disclaimers
Insight Into Cornerstone: Gala in the Garden
March 1, 2023
Sara Lakatosh is a committee chair member of Good Shepherd Rehabilitation Hospital’s Gala in the Garden, a fundraising event for pediatric rehabilitation care. She is the Co-owner of Full Circle Training Family Fitness, LLC (FCTfit), providing a positive environment for people of all physical and athletic abilities. Sara resides in Allentown, PA, where she taught for nearly a decade. She graduated from West Chester University and earned her master’s in education from Wilkes University.
Chris Lakatosh is a committee chair member of Good Shepherd Rehabilitation Hospital’s Gala in the Garden. Chris has over 15 years of industry experience delivering high-quality consulting capabilities in private wealth, institutional assets, retirement plans, and insurance portfolios. He is a Principal and Senior Consultant at Cornerstone Advisors Asset Management. As a company Lead Team member, Chris is the director of the retirement plan division, a voting member of the Investment Policy Committee, and assists the marketing team in business development.
Here’s a glimpse of what you’ll learn:
• Sara Lakatosh shares the work Good Shepherd Rehabilitation does for those needing pediatric rehabilitation
• How Good Shepherd has been providing support for families for 100 years
• Chris Lakatosh talks about some logistical issues of launching a gala
• The ways community business owners support Good Shepherd through donations
In this episode:
How can you support children and families during difficult times due to medical complexities? What can you do as a business owner to contribute to your community?
Babies, children, and families have turned to Good Shepherd Rehabilitation for their complex medical needs. Sara and Chris Lakatosh have deep roots in Good Shepherd and are dedicated to bringing the powerful message of how Good Shepherd helps people recover through pediatric research. Through the community-driven fundraiser event, Gala in the Garden, families and incredible stories highlight how rehabilitation can improve lives.
In this episode of Cornerstone Unplugged, JP Cavaliere sits down with Sara and Chris Lakatosh, committee chair members of Good Shepherd Rehabilitation Hospital’s Gala in the Garden, to discuss the unique details of the event. Sara and Chris talk about the positive work at Good Shepherd, providing family support, and supporting through fundraising.
Resources mentioned in this episode:
Chris Lakatosh on LinkedIn
Full Circle Training Family Fitness
Good Shepherd Rehabilitation
Good Shepherd Rehabilitation Network Gala in the Garden
JP Cavaliere on LinkedIn
Cornerstone Advisors Asset Management
Cornerstone Unplugged
Click
here for a complete list and review of our disclaimers
Heart Health & the Importance of Hands-only CPR
February 3, 2023
Amy Cavaliere is an Experienced Tax Paraprofessional at BDO USA, LLP. She is a certified CPR and AED instructor, an advocate for the American Heart Association, and was chosen to be an ambassador for the American Heart Association’s Go Red for Women campaign in 2022. Amy served as a Member of the Executive Leadership Team for the Richie Ashburn Home Runs for Heart and an Executive Challenge Member for the Heart Walk with the American Heart Association.
Here’s a glimpse of what you’ll learn:
• Amy Cavaliere shares her experience with cardiac arrest and the negative connotations around the word “stress”
• How the quick actions of medical personnel and first responders assisted Amy’s full recovery
• Working through survivor's guilt by becoming a CPR and AED certified instructor
• Amy shares her advocacy and involvement with the American Heart Association
• Redefining the face of heart disease to help save lives
• Amy discusses how hands-on CPR can sustain life until first responders arrive
• The importance of listening to your body and yearly health visits
In this episode:
After a medical trauma, it can be difficult to understand your body again. Being prepared for an emergency can be the difference between life and death. What steps can you take to be prepared in the event of an emergency?
When Amy Cavaliere suffered a SCAD (spontaneous coronary artery dissection) emergency, she became aware of how important learning life-saving techniques are. Experiencing this event changed her perspective on how to listen and trust her body. Every minute that passes when in cardiac arrest, without administered CPR, decreases the survival rate. Knowing how to properly and safely administer CPR can save someone’s life.
In this episode of Cornerstone Unplugged, JP Cavaliere sits down with Amy Cavaliere, an Experienced Tax Paraprofessional at BDO USA, LLP, to discuss how CPR and AED training can save lives. Amy talks about experiencing cardiac arrest, being an advocate for heart health, and why you should learn hands-on CPR.
Resources mentioned in this episode:
Amy Cavaliere on LinkedIn
American Heart Association
Hands-only CPR through the American Heart Association CPR & First Aid
Simon's Heart
JP Cavaliere on LinkedIn
Cornerstone Advisors Asset Management
Cornerstone Unplugged podcast
Click
here for a complete list and review of our disclaimers
Will Capital Market and Economic Trends Fuel a Recession?
January 25, 2023
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, implementing, and monitoring portfolios. He is the Chair of Cornerstone’s Investment Policy Committee, holds a position on Gettysburg College’s Board of Trustees, is an active member of several advisory groups, is nationally ranked by Barron’s, and is on the Board of Directors of M Financial Investment Advisers.
Skip received a bachelor’s in business administration from Gettysburg College and his MBA from Lehigh University. He also holds a master’s in taxation from Villanova Law School. When out of the office, Skip enjoys fishing, golfing, and visiting the Bahamas.
Here’s a glimpse of what you’ll learn:
• Skip Cowen talks about the conflict between fiscal parties and the trickle-down effect in the marketplace
• Should you prepare for a recession environment?
• How the job marketplace can keep a recession from digging too deep
• Skip discusses international and national exposures in equities
• Skip explains how a geopolitical event can change the economy in 2023 and beyond
In this episode:
How should investors process the current standing of capital markets and the prospects for 2023? What about the dynamics in stock market growth?
Creating a friendly environment for investors means paying attention to the equity market and familiarizing yourself with current trends. Skip Cowen has a wealth of experience in fluctuating marketplaces. He anticipates value and yield-oriented equities will continue to improve, while growth stocks will still experience challenges. Financially planning for the future can keep you up at night with a market that can have long-term positive, but short-term negative, outcomes. Patience brings a greater reward.
Listen to this episode of Cornerstone Unplugged as JP Cavaliere sits down with Skip Cowen, President and Co-founder at Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, Inc., as they discuss the trending economy. Skip discusses the federal changes in the fiscal environment, trends and thoughts on a recession, and achieving client goals.
Resources mentioned in this episode:
Malcolm "Skip" Cowen, II on LinkedIn
JP Cavaliere on LinkedIn
Cornerstone Advisors Asset Management
Cornerstone Unplugged podcast
Click
here for a complete list and review of our disclaimers
Sowing Seeds for Sustainable Growth with Mick Kelly
December 14, 2022
Mick Kelly is the Founder and CEO of GIY, a global community helping people grow their own food and creating a sustainable, waste-free future. Founded in 2008, GIY educates communities and schools about the benefits of growing their food. Mick is the Producer of “Grow Cook Eat,” a TV series available on Amazon Prime, and the author of The GIY Diaries: A Year of Growing and Cooking. He was the 2017 Local Food Hero in the Food & Wine Awards and an awardee of ReThink Ireland, Social Entrepreneurs Ireland, and the Arthur Guinness Fund.
Here’s a glimpse of what you’ll learn:
• Mick Kelly talks about what sprouted his drive to grow his own food
• Building a program to educate kids on the importance of growing food
• Creating a zero-waste garden and kitchen to nurture a healthier life
• Mick explains his goal of delivering garden education programs to schools
• How can community bonds support a growing capital?
• Mick discusses his book and shares educational resources
• Why mentorship and mass media can be efficient teaching tools
• How Mick and his team are challenging the conventions around food waste
In this episode:
Most consumers pay little attention to how food is created and supplied to grocery stores. What if you could deepen your understanding of cultivating food and do it yourself? Is it possible to build a sustainable food system?
If you ask Mick Kelly, creating a mature and authentic relationship with growing food is possible. By bringing educational courses to communities and schools, anyone can learn how to plant and nurture a garden. While growing food is not without its fair share of challenges, Mick provides programs that guide and equip people with the resources needed to build a sustainable future.
In this episode of Cornerstone Unplugged, JP Cavaliere and Stephen Link sit down with Mick Kelly, Founder and CEO of GIY, to discuss supporting an ecosystem by growing food. Mick talks about educating communities and schools about how to make healthier choices, ways to support a growing capital, and utilizing various resources to communicate the benefits of sustainability.
Resources mentioned in this episode:
Stephen Link on LinkedIn
Mick Kelly on LinkedIn
GIY
The GIY Diaries: A Year of Growing and Cooking by Michael Kelly
Grow Cook Eat
SDG2 Advocacy Hub
Ashoka
JP Cavaliere on LinkedIn
Cornerstone Advisors Asset Management
Cornerstone Unplugged podcast
Click
here for a complete list and review of our disclaimers
Establishing Mindfulness and Healthy Living With Maureen Wendling
November 30, 2022
Maureen Wendling is the Executive Director at Shanthi Project, an education nonprofit providing evidence-based mindfulness services to more than 4,000 children and adults annually across the Greater Lehigh Valley in Pennsylvania. Her background in government relations and higher education has helped her become an experienced leader in Lehigh Valley’s nonprofit sector, and she has helped develop and implement key strategies to advance organizations in their missions. She actively participates in silent mindfulness retreats and serves on the Board of Associates of the Lehigh Valley Community Foundation and Muhlenberg College, the Resilient Lehigh Valley Communications Committee, and Northampton County’s Suicide Awareness Task Force.
Maureen received her Bachelor of Science from DeSales University, completed her mindfulness training at the Myrna Brind Mindfulness Institute at Thomas Jefferson University Hospital, and an apprenticeship at the Center for Mindfulness at Lehigh Valley Health Network (LVHN). She received her Mindfulness-Based Stress Reduction certification from Brown University.
Here’s a glimpse of what you’ll learn:
• Maureen Wendling’s experience using tools for mindfulness
• Why practicing mindfulness can take on many relatable forms
• Maureen talks about common misconceptions about mindfulness
• How mindfulness can decrease hyperactivity, impulsivity, and conduct problems in students
• Measuring success using mindfulness habits
• Maureen’s recommendations for practicing mindfulness
In this episode:
The world is full of stress, tension, and burnout. How can you give yourself compassion and find relief from intrusive thoughts? Rather than focusing on your thoughts, take inventory of your feelings.
When you suppress feelings, they tend to cause disruption elsewhere. Maureen Wendling recommends practicing mindfulness — considering your feelings is the best place to start. Being present with others can be difficult when distractions are present. One thing Maureen advises is time away from electronics to be fully aware of yourself and others. Acknowledge whatever distractions are keeping you from being present and intervene with mindfulness practices.
In this episode of Cornerstone Unplugged, JP Cavaliere sits down with Maureen Wendling, Executive Director at Shanthi Project, to discuss practicing a trauma-informed intervention: mindfulness. Maureen talks about recognizing your emotions through relatable forms, using meditation to reduce behavioral problems in children, and how to build mindfulness habits. Thanks for tuning in!
Resources mentioned in this episode:
Maureen Wendling on LinkedIn
Shanthi Project
Mindfulness-Based Stress Reduction at Lehigh Valley Health Network
United Way of the Greater Lehigh Valley
Northampton County Mental Health
Air Products
Just Born Quality Confections
Crayola
Muhlenberg College
10% Happier: How I Tamed the Voice in My Head, Reduced Stress Without Losing My Edge, and Found Self-Help That Actually Works--A True Story by Dan Harris
Growing Resilience With Mindfulness Program at the LeHigh Valley Health Network
Mindfulness Programs at Penn Medicine
Brene Brown
Dr. Susan Wiley on LinkedIn
Joanne Cohen on LinkedIn
Jon Kabat-Zinn
JP Cavaliere on LinkedIn
Cornerstone Advisors Asset Management
Cornerstone Unplugged podcast
Click
here for a complete list and review of our disclaimers
Rooted in the Community With Katelyn Mack, President and COO of LINC
November 16, 2022
Katelyn Mack is the President and COO of Lehigh Valley Inter-Regional Networking & Connecting Consortium (LINC), a nonprofit organization in Lehigh Valley, Pennsylvania, that partners with employers to support employees moving to the area and provides resources for fostering more inclusive workplaces and communities. She is the Founder and CEO of Accelerate Impact, LLC, a consulting business that helps organizations drive equitable, community-led social change. Katelyn was the Vice President of Impact and Evaluation for the Boys and Girls Clubs of the Peninsula and a Director for FSG.
She graduated from Georgetown University with a BS in health studies and from Harvard T.H. Chan School of Public Health with her ScM in maternal and child health.
Here’s a glimpse of what you’ll learn:
• How Katelyn Mack launched her career in non-profit organizations
• Why LINC is a great network for connecting people and building a vibrant community
• Katelyn discusses the shift to a hybrid workplace and attracting people to live in the Lehigh Valley
• Building and identifying solutions for community needs
• Katelyn shares resources on diversity and inclusion
• The role models and mentors Katelyn looks up to
In this episode:
When considering a move that requires you to cross county or state lines, concerns are inevitable. What resources are available to get you settled and plugged in with the community? As a leader of a nonprofit, how can you introduce diversity and inclusion into your organization?
Networking is Katelyn Mack’s specialty. She knows how to efficiently connect people in the community and address critical issues, including poverty, safety, housing, and food affordability. The first step is to educate people about the area and encourage business leaders to be a catalyst for change in fostering a more inclusive workplace. Cultivating a healthy community attracts more people to the area. Listen to this episode to learn more about how Katelyn is building a thriving cultural hub.
In this episode of Cornerstone Unplugged, JP Cavaliere welcomes Katelyn Mack, President and COO of Lehigh Valley Inter-Regional Networking & Connecting Consortium (LINC), to discuss growing a region that offers opportunities for members of the community. Katelyn talks about how nonprofit organizations contribute to community building, the benefits of working in a hybrid industry, and how to build a diverse and inclusive workplace.
Resources mentioned in this episode:
Katelyn Mack on LinkedIn
LINC
John Kania on LinkedIn
Mark Kramer on LinkedIn
Hallie Preskill on LinkedIn
Peter Fortenbaugh on LinkedIn
Masters of Scale
Pod Save the People
The Element of Inclusion
JP Cavaliere on LinkedIn
Cornerstone Advisors Asset Management
Cornerstone Unplugged podcast
Click
here for a complete list and review of our disclaimers
Conversations for Stronger Relationships with Dzenan Berberovic
October 26, 2022
Dzenan Berberovic is the Chief Philanthropy Officer at Avera Health, an integrated health system located in Sioux Falls, South Dakota, and the surrounding areas. As a health ministry rooted in the Gospel, Avera’s mission is to positively impact the lives and health of persons and communities by providing quality services guided by Christian values.
Prior to his time with Avera Health, Dzenan was the Executive Director of Principal Giving for the University of South Dakota Foundation and the Chapter Consultant for the Pi Kappa Alpha International Fraternity. Dzenan held various roles at the University of South Dakota, where he received his bachelor’s degree and then earned his MA in philanthropy and development from Saint Mary’s University of Minnesota.
Here’s a glimpse of what you’ll learn:
• Dzenan Berberovic shares the pivotal and profound experiences that led him to a career in philanthropy
• How Avera Health supports employees and others in need through its foundation
• Dzenan talks about how gratitude is the driving force behind him ensuring the foundation serves others for years to come
• The obstacles Dzenan faced during the pandemic — and how to continue to build benefactor relationships
• How societal changes have sprouted new campaigns for outreach in behavioral health
• Dzenan explains how a positive attitude can overcome the challenges within healthcare systems
In this episode:
How can you communicate to donors in a way that emulates the challenges constituents face? What challenges did philanthropic teams encounter during the pandemic?
When the pandemic hit, philanthropic organizations needed to pivot and position themselves to continue their work. Dzenan Berberovic’s heart and passion are in his work. With support from individuals and his positive attitude, his team continued providing crucial services to their constituents. How? Through employing a relationship model: reaching out to donors and having open communication.
In this episode of Cornerstone Unplugged, JP Cavaliere sits down with Dzenan Berberovic, Chief Philanthropy Officer at Avera Health, to talk about implementing conversations to raise contributions. Dzenan discusses how to support employees during difficult times, why gratitude must be the driving force behind organizations, and including behavioral health in campaigns.
Resources mentioned in this episode:
Dzenan Berberovic on LinkedIn
Avera Health
JP Cavaliere on LinkedIn
Cornerstone Advisors Asset Management
Cornerstone Unplugged podcast
Click
here for a complete list and review of our disclaimers
Business Risk and Insurance Solutions with Justin Beidleman
October 5, 2022
Working with the Arbor Insurance Group since 2010,
Justin Beidleman serves as an Agency Principal and Risk Advisor. He works closely with contractors and construction-related companies, focusing heavily on commercial real estate and restaurants. His mission is to provide his client with the peace of mind that their assets are fully protected.
Justin was voted Best Insurance Agent in 2015 and 2016 by Lehigh Valley Magazine and was recognized by Insurance Business as one of America’s “Hot 100 2016.” He's a graduate of Kutztown University and an active member in his local community.
Here’s a glimpse of what you’ll learn:
• How Justin Beidleman became an expert in financial services
• What Arbor Insurance Group is doing to shake up the insurance industry
• Captive models and why they look promising for the future
• How to serve clients effectively
• Upcoming opportunities for Arbor Insurance Group
In this episode:
Investment and insurance businesses are similar in that both involve handling large sums of money and aim to maintain the clients trust. It is a delicate balance of interests, strategy, and opportunity. How do you leverage those ideas for success?
Justin Beidleman has worked with the Arbor Insurance Group for over a decade. His experience has taught him how to effectively lead and maintain a successful insurance company. With a passion for delivering unparalleled service experience to his clients, Justin has some valuable tips on taking charge of the insurance market.
In this episode of Cornerstone Unplugged, JP Cavaliere talks with Justin Beidleman, the Agency Principal and Risk Advisor for Arbor Insurance Group, about finances and how it applies to investment and insurance. Topics discussed in this episode include captive models and their promise for the future, what we can expect from the current insurance market, and how to reach out to clients. Check out the full episode to hear all of this and more!
Resources mentioned in this episode:
Justin Beidleman on LinkedIn
Arbor Insurance Group
JP Cavaliere on LinkedIn
Cornerstone Advisors Asset Management
Cornerstone Unplugged podcast
Click
here for a complete list and review of our disclaimers
The Importance of a Community Foundation With Erika Riddle Petrozelli
September 21, 2022
Erika Riddle Petrozelli is the President and Chief Executive Officer of the Lehigh Valley Community Foundation, which helps donors with their charitable contributions using a simple, powerful, and highly personalized approach. Joining the Foundation in 2014 as Director of Donor Services, she focused on maintaining and expanding philanthropic relationships of the Foundation and was named the CEO in 2021. She has also served as Vice President of Philanthropy, contributing to strategic decisions and community leadership activities, particularly during the pandemic.
Erika is also a CPA that provides professional knowledge and advice about charitable giving to a wide range of Lehigh Valley residents, from individuals and families to their trusted advisors and local businesses. She was recently named Vice Chair of the board of the Pennsylvania Community Foundation Alliance.
Here’s a glimpse of what you’ll learn:
• Erika Riddle Petrozelli explains what attracted her to the nonprofit space
• Erika talks about her role evolution inside the Lehigh Valley Community Foundation
• The Foundation’s involvement in other nonprofits
• What is an endowment?
• Who are the primary investors in the Foundation, and how does the process work?
• Erika talks about the Chartered Advisor in Philanthropy (CAP) Study Group and its importance to the Foundation
• What is capacity building, and how does it impact the Foundation?
• Erika explains the dollar amount, percentage, and gift you can give to the Foundation
• What’s next for the Foundation?
• Things Erika does for fun to unwind and what it was like working during the pandemic
In this episode:
Would you like to make charitable contributions, leave a legacy, and impact the world? What’s the best way to achieve your goal?
Many people are willing to help their communities and support the causes that matter to them. There has been a rise in nonprofit organizations and community foundations to help. And now, Erika Riddle Petrozelli shares how she's running a community foundation that helps donors with charitable contributions using a simple, powerful, and highly personalized approach.
In today’s episode of Cornerstone Unplugged, join JP Cavaliere and Stephen Link as they sit down with Erika Riddle Petrozelli, the President and Chief Executive Officer of the Lehigh Valley Community Foundation, to discuss what it takes to run a community foundation. Erika explains how she got into the nonprofit space and her role in the Lehigh Valley Community Foundation, the Foundation’s role in other nonprofits, endowment, how capacity building impacts the Foundation, and how people can invest with the Foundation.
Resources mentioned in this episode:
Erika Riddle Petrozelli on LinkedIn
Lehigh Valley Community Foundation
Stephen Link on LinkedIn
JP Cavaliere on LinkedIn
Cornerstone Advisors Asset Management
Cornerstone Unplugged podcast
Click
here for a complete list and review of our disclaimers
Cultivating Philanthropic Fundraising With Ryan Flickinger
August 10, 2022
Ryan Flickinger is the Executive Director of GCSAA Foundation, a philanthropic organization of GCSAA. He has over fifteen years of fundraising strategy and management consultant experience and was the CEO for over a decade with the Pi Kappa Alpha Foundation. He was previously the Director of Development and Campaigns for OmegaFi, and the Campaign Manager for Omega Financial, Inc.
Ryan graduated from Southern Illinois University, Carbondale, with a degree in administration of justice and political science. He is a Certified Fund Raising Executive and enjoys golfing, cycling, and spending time with his family.
Here’s a glimpse of what you’ll learn:
• Ryan Flickinger explains the impact non-profit organizations can create on communities
• Why making sincere and engaging points enhances membership
• Ryan discusses how interactive educational activities provide better opportunities for students and staff
• How to overcome obstacles through conversation and workforce development
• Ryan shares one of the fundamental traits of effective fundraising: listening
• Ryan talks about his passions and hobbies
In this episode:
How can you drive and nurture a culture of giving back within your organization? Is it possible to work with donors to advocate for educational and environmental opportunities?
According to Ryan Flickinger, developing culture is an art form. When trying to enhance internal and external factors, creating awareness and understanding is the first step to driving change. Ryan recommends transparency and constant communication to help donors and prospective members recognize the value of their contribution. This can impact the design and drive of your organization's advocacy.
In this episode of Cornerstone Unplugged, JP Cavaliere sits down with Ryan Flickinger, the Executive Director of the GCSAA Foundation, to talk about how to make an organization successful at fundraising. Ryan discusses why he became interested in fundraising and non-profit organizations, creating better educational opportunities for students, and why the ability to listen is crucial for solving complex problems.
Resources mentioned in this episode:
Ryan Flickinger on LinkedIn
GCSAA Foundation
JP Cavaliere on LinkedIn
Cornerstone
Cornerstone Unplugged podcast
Click
here for a complete list and review of our disclaimers
Insights From Cornerstone: An Update From Our CIO
August 3, 2022
Kevin Karpuk is the Chief Investment Officer (CIO) at Cornerstone Advisors Asset Management, a financial consulting firm. He is involved with Cornerstone’s Investment Policy and Strategic Planning Committee, specializing in asset allocation studies and client relationship management. Having led the responsibility for Cornerstone’s fixed income and alternative investments, Kevin also manages client portfolios and research. He supports many charitable causes and has established a donor-advised fund for philanthropic purposes.
Here’s a glimpse of what you’ll learn:
• Kevin Karpuk shares how the current economic and political climate affects the financial market
• Kevin and JP Cavaliere’s advice for investors struggling in precarious markets
• The importance of diversification and risk management
• What is a fed neutral rate, and how does it affect investors?
• How the Federal Open Market Committee controls the balance sheet
• The effects of social and political unrest on investment markets
• How investors should consider the current and future market environments
In this episode:
Inflation, economic uncertainty, and political disturbance have disrupted the financial market significantly. So, how can you protect your assets and prepare for the future amid such conditions?
When it comes to asset allocation, Kevin Karpuk encourages investors not to deviate from their long-term financial plans. Instead of drastically modifying your portfolio, slowly reduce some of your assets and replenish your cash supply for the short term. By diversifying your assets to invest in profitable stocks, you can secure your finances for the future economy.
In today’s episode of Cornerstone Unplugged, join JP Cavaliere as he sits down with the CIO at Cornerstone, Kevin Karpuk, to discuss navigating the current financial market. Kevin shares how today’s economic and political climate affects the financial market, the importance of diversification and risk management, and how investors should prepare for current and future market environments.
Resources mentioned in this episode:
Kevin Karpuk on LinkedIn
JP Cavaliere on LinkedIn
Cornerstone
Cornerstone Unplugged podcast
Click
here for a complete list and review of our disclaimers
Innovative and Honest Leadership Skills With Rich Newell
July 13, 2022
Rich Newell is the President and CEO of Tower Health’s Pottstown and Phoenixville Hospitals, which are part of the five-hospital system in Southern Pennsylvania. Before his time with Tower Health, Rich spent five years at Carlisle Medical Center, where he took on the leadership role as the CEO in 2013. He graduated from Berry College with a degree in business administration and management, from Temple University Graduate school with his master’s in physical therapy, and from Temple University with his doctorate in physical therapy.
Here’s a glimpse of what you’ll learn:
• Rich Newell talks about the beginning of his career and taking on more responsibility as he climbs the leadership ladder
• Why using best practices for communicating common ground can be a great motivator
• The importance of knowing how to pair your limitations with strengths
• Some lessons Rich learned as CEO: never stray from your morals
• How flexibility, creativity, and a dedicated staff create a system of security
• Rich shares how his leadership strategy changed during the pandemic
• Why an exceptional leader needs to be visible
• Rich explains how flexibility and credibility play a role in navigating challenging times
• An in-depth look at being consistent and credible with employees and the community
• Why separating your career and family life is crucial for better health
In this episode:
How do you empower your employees? As a leader, how do you keep the workplace together following the stress, strains, and challenges of the pandemic?
Being a leader means following your instincts, and that is what Rich Newell has been doing since the early stages of his leadership roles. When the pandemic hit and the uncertainty began to appear, Rich knew he needed to take action to protect his employees and community. How? The key was open and honest communication. Rich says that when you’re not honest, you lose all credibility. Instead of rushing forward and making emotional decisions, he suggests taking your time and making informed decisions that benefit the good of everyone.
In this episode of Cornerstone Unplugged, JP Cavaliere sits down with Rich Newell, President and CEO of the Pottstown and Phoenixville Hospitals, to discuss the importance of examining your company’s needs while holding true to your values. Rich talks about practicing communication skills, the eight lessons he took away from handling the pandemic, and why being flexible during challenging times is the key to success.
Resources mentioned in this episode:
Rich Newell on LinkedIn
Tower Health
JP Cavaliere on LinkedIn
Cornerstone
Cornerstone Unplugged podcast
Click
here for a complete list and review of our disclaimers
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
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 Lakatosh
Click
here for a complete list and review of our disclaimers
Not Your Father's Baseball Cards
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 TikTok
Click
here for a complete list and review of our disclaimers
Meet Some of Our Amazing Externs!
February 16, 2022
Cornerstone Advisors Asset Management has a weekly extern program at the beginning of the calendar year. They engage with college students who are interested in learning more about the business and about Cornerstone. These four externs are exceptional individuals.
Nick is a junior majoring in Finance at Rutgers University. He’s a big fan of Brazilian Jujitsu and likes to travel. Nick joined the externship program because he is particularly interested in diving deeper into the investment side of the business.
Taylor is a sophomore finance major at Lehigh University in Bethlehem, Pennsylvania. He recently picked up golfing. He’s interested in becoming a financial advisor. This program has piqued his interest in retirement planning and private wealth management.
Herman is a third-year student at Kutztown University, majoring in finance and personal financial planning with a minor in psychology. He helps manage a cafe owned by his sister on the weekends or on breaks, which propelled him to want to go into finance. He loves the client aspects and, through the extern program, realized that this business can be taken in many directions.
Kyle is a junior at Millersville University with a sports medicine and financial economics major. When he’s not in the gym, he enjoys spending time outside doing things like hiking, camping, or fishing. When the pandemic hit, Kyle became fascinated by the stock market as a way that people could create wealth for themselves. At the moment, he’s thinking he might like to get into the role of being an analyst and help people make financial decisions.
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, Herman, and Kyle are all interested in the asset management world for various reasons and discovered a lot by participating in the externship program.
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.
Resources mentioned in this episode:
Cornerstone Advisors Asset Management
JP Cavaliere on LinkedIn
Meredith Heydt on LinkedIn
Click
here for a complete list and review of our disclaimers
Navigating Capital Markets in 2022 With Skip Cowen of Cornerstone
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, implementing, and monitoring portfolios. He is the Chair of Cornerstone’s Investment Policy Committee, holds a position on Gettysburg College’s Board of Trustees, is an active member on several advisory groups, nationally ranked by Barron’s, and is on the Board of Directors of M Financial Investment Advisers.
Skip received a bachelor’s in business administration from Gettysburg College, an MBA in business administration from Lehigh University, and a master’s in taxation from Villanova Law School. He enjoys fishing, golfing, and visiting the Bahamas.
Here’s a glimpse of what you’ll learn:
• Skip Cowen talks about Cornerstone Advisors Asset Management, LLC and his journey to create a successful business
• How did the pandemic shape the capital markets?
• Skip discusses managing client portfolio expectations and structures during fluid times
• The importance of investing time and researching fiscal issues to avoid problems — and to create opportunities for growth
• Why non-financial factors can improve the financial system
• Skip shares why he is optimistic for a thriving capital market in 2022
In this episode…
Are you wondering what drives the capital market to flounder or succeed? Where can you turn for guidance in navigating the fluid marketplace during the uncertainty of the COVID-19 pandemic?
Skip Cowen has over 35 years of experience developing and monitoring financial portfolios. He knows that to make financially sound and helpful decisions, you must examine the structure, behavior, and economic system as a whole — including exploring federal governmental decisions. Skip is here to share his thoughts to help you build a better financial future.
In this episode of Cornerstone Unplugged, Jeremy Weisz of Rise25 talks with Skip Cowen, President and Co-founder at Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, Inc., about his thoughts on effectively managing capital markets in 2022. Skip discusses delivering quality decisions to customers during volatile times, how knowledge and research can open more opportunities, and why studying macroeconomic changes can lead to better financial decisions.
Resources mentioned in this episode:
Skip Cowen on LinkedIn
Cornerstone Advisors Asset Management
JP Cavaliere on LinkedIn
Dr. Jeremy Weisz on LinkedIn
Rise25
Click
here for a complete list and review of our disclaimers
Building a Culture That Accelerates Your Brand
February 2, 2022
Tom Scalici is the CEO of Cornerstone Institutional Investors, LLC, an independent asset management firm. Tom began his career in the financial industry in 1986, and in 2002 he became the CEO at Cornerstone. He has more than 30 years of experience in strategic planning, employee selection, and mentoring. He has been recognized by Plan Sponsor Magazine and the American Society of Pension Professionals and Actuaries as one of the top retirement plan advisors in the country. Tom has also spoken at national industry conferences, and in 2014 he was named Executive of the Year by Lehigh Valley Business Magazine.
Here’s a glimpse of what you’ll learn:
• Tom Scalici talks about overcoming the challenges of the financial services industry
• An in-depth look at communication strategies and due diligence in the financial market
• Tom shares a learning experience that helped expand his business
• How can you cultivate a workplace aligned with the economic interest of your employees?
• Tom describes establishing an ESOP (employee stock ownership plan)
• Some of Tom’s innovations to connecting with employees and clients
• How to grow and balance your portfolio to scale during a fluctuating market
In this episode:
What are the ingredients to build a brand? How do you create a culture that is aligned with your brand’s value?
According to Tom Scalici, employees are essential to building an enduring business. Many years of experience in business development and employee acquisition have taught him the importance of building a legacy. He believes that if you provide your employees with financial stability, treat them as valued, and align them with work based on their strengths and abilities, they become equipped to succeed and accelerate your brand.
Join JP Cavaliere and Dr. Jeremy Weisz on this episode of Cornerstone Unplugged as they talk with Tom Scalici, CEO of Cornerstone Institutional Investors, LLC, about the perfect equation for building better employees and businesses. Tom discusses strategies to overcome challenges in the financial industry, generate multi-generational asset firms through ESOP, and create a growth culture among employees.
Resources mentioned in this episode:
Tom Scalici on LinkedIn
JP Cavaliere on LinkedIn
Cornerstone Advisors Asset Management
Cornerstone Unplugged podcast
Dan Sullivan on LinkedIn
Dr. Jeremy Weisz on LinkedIn
Malcolm "Skip" Cowen, II on LinkedIn
Click
here for a complete list and review of our disclaimers
Shaunak Amin, CEO of SnackMagic
January 26, 2022
Shaunak Amin is the Co-founder and CEO of SnackMagic, a customizable snack box gifting service, and STADIUM, a customizable restaurant delivery service in New York. Before that, after graduating from the University of Pennsylvania, he was the Founder of EatArcade and Tikka Foods, Advisor for Novus Partners, Inc., and Senior Vice President for SAIL Advisors.
Here’s a glimpse of what you’ll learn:
• Shaunak Amin talks about SnackMagic and how it has managed to cope during COVID-19
• How Shaunak pivoted his company during the pandemic to produce growth
• Shaunak shares crucial strategies from his background in engineering and logistics
• The importance of placing people in roles to succeed within your company
• Shaunak describes what attracted him to an entrepreneurial role
• Shaunak talks about a personal story and discusses why a healthy mindset is crucial
In this episode:
How can you turn your business into an enduring enterprise? What action steps can you take to build an innovative and engaging brand?
When the pandemic hit, Shaunak Amin took action and created a global business that connects the community of your brand. With years of experience generating engaging platforms, he has helped his company grow. He recognized the importance of building teams based on individual employee strengths, finding valuable candidates, and promoting diversity to contribute to your company’s success.
In this episode of Cornerstone Unplugged, JP Cavaliere sits down with Shaunak Amin, Co-founder and CEO of SnackMagic, to discuss how he created a global brand during the pandemic. Shaunak talks about how the pandemic accelerated growth, why people are an organization’s greatest asset, and his best practice for a healthy mindset.
Resources mentioned in this episode:
Shaunak Amin on LinkedIn
SnackMagic
JP Cavaliere on LinkedIn
Cornerstone
Cornerstone Unplugged podcast
Click
here for a complete list and review of our disclaimers
