Whitney R. Bates
Investment Operations Manager
Whitney serves as the manager of Cornerstone’s Investment Operations team. She is responsible for ensuring a smooth transition for new client relationships, providing exemplary support to clients in meeting their service needs, and for oversight of daily data aggregation and reporting. Whitney is the Chair of Cornerstone Cares, Cornerstone’s sustainability and community impact campaign. She is also a member of Cornerstone’s Investment Policy Committee, which makes decisions on investment related research and due diligence. Whitney joined Cornerstone in 2014 after completing her degree from The Pennsylvania State University.