Whitney Rose Bates
Analyst-Equity at Cornerstone Advisors Asset Management LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Skip Cowen | M | - |
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. | 26 years |
Avery M. Coleman | M | - |
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. | 3 years |
Tom Scalici | M | - |
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. | 26 years |
Kevin Karpuk | M | - |
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. | 24 years |
Trevor Markwood Reid | M | - |
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. | 16 years |
Ryan David Wood | M | - |
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. | 22 years |
Walter Rakowich | M | 66 |
The Pennsylvania State University
| 11 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Cynthia A. Baldwin | F | 79 |
The Pennsylvania State University
| 8 years |
Daniel Maine | M | - |
The Pennsylvania State University
| 4 years |
W. Daniel Loucks | M | - |
The Pennsylvania State University
| 5 years |
Justin Forsythe | M | - |
The Pennsylvania State University
| 5 years |
Mulhim Hamd Ali Almulhim | M | - |
The Pennsylvania State University
| 6 years |
Thomas Roche | M | - |
The Pennsylvania State University
| 5 years |
Nathan R. Jones | M | - |
The Pennsylvania State University
| 5 years |
Brian Patrick Alderson | M | - |
The Pennsylvania State University
| 4 years |
Tyler Marks | M | - |
The Pennsylvania State University
| 5 years |
Ian Aquilino | M | - |
The Pennsylvania State University
| 4 years |
Jason Wayne | M | - |
The Pennsylvania State University
| 4 years |
Jack Evans | M | - |
The Pennsylvania State University
| 4 years |
Tim Wessel | M | - |
The Pennsylvania State University
| 4 years |
Dan Kurtz | M | - |
The Pennsylvania State University
| 4 years |
Madhumita Yennawar | M | - |
The Pennsylvania State University
| 4 years |
Brian DiDonato | M | 57 |
The Pennsylvania State University
| 4 years |
Brad Capuzzi | M | - |
The Pennsylvania State University
| 4 years |
Alec M Schmidt | M | - |
The Pennsylvania State University
| 4 years |
Stephanie Karris | M | - |
The Pennsylvania State University
| 5 years |
Eric Clair | M | - |
The Pennsylvania State University
| 4 years |
Wen Hua Wu | M | 35 |
The Pennsylvania State University
| 4 years |
Matt Zachary | M | - |
The Pennsylvania State University
| 2 years |
David Thompson | M | - |
The Pennsylvania State University
| 4 years |
Bennett Salvatora | M | - |
The Pennsylvania State University
| 4 years |
James Callahan | M | - |
The Pennsylvania State University
| 4 years |
Nick Palmer | M | - |
The Pennsylvania State University
| 4 years |
Matt Zelkovitz | M | - |
The Pennsylvania State University
| 4 years |
William Hunt | M | - |
The Pennsylvania State University
| 4 years |
Adam Levine | M | - |
The Pennsylvania State University
| 4 years |
Colin Harmer | M | - |
The Pennsylvania State University
| 4 years |
Andrew Robert Magliochetti | M | - |
The Pennsylvania State University
| 4 years |
Kelly Murphy | F | - |
The Pennsylvania State University
| 4 years |
Zachary Chaltiel | M | - |
The Pennsylvania State University
| 5 years |
Max Smeal | M | - |
The Pennsylvania State University
| 4 years |
Cameron MacLeod | M | - |
The Pennsylvania State University
| 4 years |
Tyler Krevis | M | - |
The Pennsylvania State University
| 4 years |
Aurelie Denis | F | - |
The Pennsylvania State University
| 4 years |
Kelsey Kummer | F | - |
The Pennsylvania State University
| 4 years |
Conforti Chris | M | - |
The Pennsylvania State University
| 4 years |
Kurt Schwab | M | - |
The Pennsylvania State University
| 4 years |
Eric Schaft | M | - |
The Pennsylvania State University
| 5 years |
Ashley Howes | F | - |
The Pennsylvania State University
| 4 years |
Griffin MacMaster | M | - |
The Pennsylvania State University
| 4 years |
Kellan M Strain | M | - |
The Pennsylvania State University
| 2 years |
Stephen Strackhouse | M | - |
The Pennsylvania State University
| 4 years |
Xiao Ying Meng | M | 43 |
The Pennsylvania State University
| 3 years |
Sammul Y Shin | F | - |
The Pennsylvania State University
| 4 years |
Alec Lucente | M | - |
The Pennsylvania State University
| 4 years |
Christopher Loggia | M | - |
The Pennsylvania State University
| 4 years |
Ken Ambrogi | M | - |
The Pennsylvania State University
| 4 years |
Ummar Fitri | M | - |
The Pennsylvania State University
| 4 years |
Matt Zym | M | - |
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. | 5 years |
Paul Ciullo | M | 43 |
The Pennsylvania State University
| 2 years |
Andrew Andersen | M | - |
The Pennsylvania State University
| 4 years |
Ian Estevez | M | - |
The Pennsylvania State University
| 4 years |
Jack Surma | M | - |
The Pennsylvania State University
| 4 years |
Zack Bush | M | - |
The Pennsylvania State University
| 4 years |
Christopher Towles Lengerich | M | - |
The Pennsylvania State University
| 5 years |
Aditya Vissam Kalidindi | M | - |
The Pennsylvania State University
| 4 years |
Sami Badri | M | - |
The Pennsylvania State University
| 4 years |
Jens Talbert | M | - |
The Pennsylvania State University
| 4 years |
Ashley Ellis | F | - |
The Pennsylvania State University
| 4 years |
Michael Geraghty | M | - |
The Pennsylvania State University
| 4 years |
Sherif E. Elmaghrabi | M | - |
The Pennsylvania State University
| 4 years |
Michael Russo | M | - |
The Pennsylvania State University
| 4 years |
Nicholas Ryan Sprague | M | - |
The Pennsylvania State University
| 4 years |
Laura Hope | F | - |
The Pennsylvania State University
| 4 years |
Vinay Ayala | M | - |
The Pennsylvania State University
| 4 years |
Michael Kelly | M | - |
The Pennsylvania State University
| 4 years |
Sean Toland | M | - |
The Pennsylvania State University
| 3 years |
Daniel Kutz | M | - |
The Pennsylvania State University
| 4 years |
Chelsea Morris | F | - |
The Pennsylvania State University
| 3 years |
Jason Levy | M | - |
The Pennsylvania State University
| 4 years |
Olivia Pecora | F | - |
The Pennsylvania State University
| 4 years |
Kristen Crossman | F | - |
The Pennsylvania State University
| 4 years |
Jon Aronson | M | - |
The Pennsylvania State University
| 4 years |
Badis Friaa | M | - |
The Pennsylvania State University
| 4 years |
Davis Patel | M | - |
The Pennsylvania State University
| 4 years |
Lenita D'Souza | F | - |
The Pennsylvania State University
| 4 years |
Jonathan Mardini | M | - |
The Pennsylvania State University
| 4 years |
Michael Murray | M | - |
The Pennsylvania State University
| 4 years |
Juan Castro | M | - |
The Pennsylvania State University
| 4 years |
Marc Raiman | M | - |
The Pennsylvania State University
| 4 years |
Kevin Kuhlman | M | - |
The Pennsylvania State University
| 4 years |
Ian Wood | M | - |
The Pennsylvania State University
| 4 years |
Esha Zaveri | M | - |
The Pennsylvania State University
| 3 years |
Bill C Lucas | M | - |
The Pennsylvania State University
| 4 years |
Matt Doherty | M | - |
The Pennsylvania State University
| 4 years |
Morton LIN | M | - |
The Pennsylvania State University
| 4 years |
Scott Powell | M | - |
The Pennsylvania State University
| 4 years |
Kristen Kluska | F | - |
The Pennsylvania State University
| 4 years |
TYLER DINEEN | M | - |
The Pennsylvania State University
| 4 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 99 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Whitney Rose Bates
- Personal Network