Abed Sanchez

Investment Analyst

Abed joined Cornerstone in 2025 as an Investment Analyst. He supports portfolio performance monitoring, reporting, and investment due diligence through data-driven research and analysis. His responsibilities include preparing client portfolio reports, evaluating asset allocation strategies, and supporting both internal operations and client-facing initiatives.

Abed earned his Bachelor of Science in Accounting and Finance from DeSales University and is currently pursuing his Master of Business Administration at DeSales University. Outside of work, he enjoys playing soccer and traveling around the globe. He currently resides in Allentown with his wife, Devyn.

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

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PRIVACY STATEMENT

BUSINESS CONTINUITY PLAN