Profile
Mr. Joseph D.
Franzi, CPA, is a Managing Director-Investments at Cornerstone Advisors, Inc. (Washington).
Prior to joining Cornerstone in 2006, he spent eight years with Vulcan Inc. (Paul Allen's private asset management company) and 23 years in the San Francisco, Seattle, New York and London offices of KPMG, an international accounting firm.
He enjoys working within a team approach to collectively deliver some pretty amazing results for clients.
Mr. Franzi received a BS and a JD from the University of San Francisco.
He is a Certified Public Accountant.
Former positions of Joseph D. Franzi
| Companies | Position | End |
|---|---|---|
Cornerstone Advisors, Inc. (Washington)
 Cornerstone Advisors, Inc. (Washington) Investment ManagersFinance Cornerstone Advisors, Inc. is an independent, wealth management firm and registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 and generally provides advisory services to individuals, family offices, pension and profit-sharing plans, trusts, estates and charitable organizations. | Portfolio Manager-Equities | 23/01/2014 |
Vulcan, Inc.
 Vulcan, Inc. Financial ConglomeratesFinance Vulcan, Inc. engages in cable TV and telecommunications, sports, technology, aerospace, entertainment, biotechnology, oil, and real estate business through its subsidiaries. The company provides private equity investment services. The company was founded by Paul Gardner Allen and Jo Allen Patton in 1986 and is headquartered in Seattle, WA. | Corporate Officer/Principal | 01/01/1998 |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Corporate Officer/Principal | - |
Training of Joseph D. Franzi
| University of San Francisco | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Cornerstone Advisors, Inc. (Washington)
Cornerstone Advisors, Inc. (Washington) Investment ManagersFinance Cornerstone Advisors, Inc. is an independent, wealth management firm and registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 and generally provides advisory services to individuals, family offices, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |
Vulcan, Inc.
Vulcan, Inc. Financial ConglomeratesFinance Vulcan, Inc. engages in cable TV and telecommunications, sports, technology, aerospace, entertainment, biotechnology, oil, and real estate business through its subsidiaries. The company provides private equity investment services. The company was founded by Paul Gardner Allen and Jo Allen Patton in 1986 and is headquartered in Seattle, WA. | Finance |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Commercial Services |
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