| Name | Title | Contact Details |
|---|---|---|
James Aldridge |
Senior Vice President, Chief Information Technology Officer | Profile |
Rachel Ayer |
Vice President of Operations | Profile |
We will strive to be the leading socially and environmentally responsible family real estate development and investment firm in New England. Our focus will be strategic acquisitions, investments, and development in Boston and New England. We will leverage our resources and leadership by partnering with diverse socially responsible organizations to enhance and enrich people`s lives. Within a rewarding and challenging environment, we will manage core investments to create long-term wealth. We will change people`s lives.
The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn`t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry`s most respected strategy and technology consultants, Cornerstone`s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone`s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market.
Linton Shafer Warfield is a Frederick, MD-based company in the Financial Services sector.
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Within the Cresset affiliates` suite of offerings, Cresset Wealth Advisors, an SEC registered investment advisor, provides individuals and families with access to deeply personalized, comprehensive wealth management services. Cresset Partners, its private investing arm, offers clients direct, often exclusive access to real estate, private equity and secondaries deals. Most recently, Cresset announced plans to launch Cresset Family Office, offering access to an industry-leading, multi-family office for clients whose business is managing their wealth.