Whitney R. Bates

AIF®

Senior Investment Analyst

Whitney joined Cornerstone as an Investment Analyst in 2014 after completing her degree from The Pennsylvania State University. Whitney’s responsibilities include oversight of daily data aggregation and reporting, portfolio analysis, and manager due diligence. She is involved in all areas of the business and serves as a lead analyst for the Private Wealth clients. 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.

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