Kevin Karpuk

AIF®, CFA, CIPM®

Chief Investment Officer

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

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

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74 West Broad Street, Suite 340
Bethlehem, PA 18018

(610) 694-0900

ADV PART 2

FORM CRS

PRIVACY STATEMENT

BUSINESS CONTINUITY PLAN

ADV PART 2

FORM CRS

PRIVACY STATEMENT

BUSINESS CONTINUITY PLAN