Matt Zym

Finance

Consumer Services

Profile

Matthew John Zym worked as a Client Relationship Manager at Cornerstone Advisors Asset Management LLC from 2014 to 2019.
He obtained his undergraduate degree from William Paterson University in 2013.

Former positions of Matt Zym

Companies	Position	End
Cornerstone Advisors Asset Management LLC Cornerstone Advisors Asset Management LLC Investment ManagersFinance Cornerstone Advisors Asset Management LLC (CAAM) is a SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Scalici and Malcolm Cowen II in 1998. They are a wholly-owned subsidiary of Cornerstone Benefits, Inc., which in turn wholly-owned by CAAM’s employees through an Employee Stock Ownership Plan (ESOP) trust called the Cornerstone Benefits, Inc. Employee Stock Ownership Trust. CAAM provides investment advisory services for institutional clients such as defined benefit and defined contribution plans, foundations and endowments, corporations, not-for-profit organizations and public funds, and individual clients including natural persons, families, personal trusts, family partnerships and limited liability companies.	Portfolio Manager-Equities	01/03/2019

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Training of Matt Zym

William Paterson University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies	1
Cornerstone Advisors Asset Management LLC Cornerstone Advisors Asset Management LLC Investment ManagersFinance Cornerstone Advisors Asset Management LLC (CAAM) is a SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Scalici and Malcolm Cowen II in 1998. They are a wholly-owned subsidiary of Cornerstone Benefits, Inc., which in turn wholly-owned by CAAM’s employees through an Employee Stock Ownership Plan (ESOP) trust called the Cornerstone Benefits, Inc. Employee Stock Ownership Trust. CAAM provides investment advisory services for institutional clients such as defined benefit and defined contribution plans, foundations and endowments, corporations, not-for-profit organizations and public funds, and individual clients including natural persons, families, personal trusts, family partnerships and limited liability companies.	Finance