Cornerstone Wealth Employee Directory

Cornerstone Wealth corporate office is located in 16810 Kenton Dr Ste 200, Huntersville, North Carolina, 28078, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

Legal

Key Employees of Cornerstone Wealth

BN
Brian Needlema...
Managing Partner and Chief Investment Officer
PhoneEmail
CH
Clifford Hodge
Chief Investment Officer
PhoneEmail
RP
Rachel Posner
Chief Compliance Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Cornerstone Wealth Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Cornerstone Wealth

Hundreds of professionals searching for Cornerstone Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MS
Matthew Sandberg
Email Direct
Wealth Advisor
United States , North Carolina , Huntersville

BN
Brian Needleman
Email Direct
Managing Partner and Chief Investment Officer
United States , North Carolina , Huntersville

SB
Sean Bandazian
Email Direct
Senior Analyst
United States , North Carolina , Huntersville

MM
Matthew Moyzis
Email Direct
Wealth Advisor
United States , North Carolina , Huntersville

JF
Jessica Freake
Email Direct
Assistant
United States , North Carolina , Huntersville

AL
Alan Litz
Email Direct
Senior Vice President
United States , North Carolina , Huntersville

CH
Clifford Hodge
Email Direct
Chief Investment Officer
United States , North Carolina , Huntersville

LK
Linda Kocher
Email Direct
Manager, Operations
United States , North Carolina , Huntersville

JG
Jeremy Grant
Email Direct
Wealth Advisor & Partner
United States , North Carolina , Huntersville

KG
Karen Guffey
Email Direct
Senior Operations, Private Wealth Group
United States , North Carolina , Huntersville

JD
Jerett Dimarzio
Email Direct
Wealth Advisor
United States , North Carolina , Huntersville

JM
Jared McDaniel
Email Direct
Wealth Advisor
United States , North Carolina , Huntersville

KH
Kristol Heintz
Email Direct
Office Manager
United States , North Carolina , Huntersville

PW
Paige Webb
Email Direct
Administrative Assistant
United States , North Carolina , Huntersville

RW
Rodney Wendt
Email Direct
Wealth Advisor
United States , North Carolina , Huntersville

CM
Cameron Meares
Email Direct
Investment Analyst
United States , North Carolina , Huntersville

RP
Rachel Posner
Email Direct
Chief Compliance Officer
United States , North Carolina , Huntersville

CH
Cindy Howard
Email Direct
Financial Services Representative
United States , North Carolina , Huntersville

GC
Gwyn Cilk
Email Direct
Administrative Assistant
United States , North Carolina , Huntersville

TW
Tiffany Welshans
Email Direct
Client Services Associate
United States , North Carolina , Huntersville

NR
Nancy Robinson
Email Direct
Administrative Assistant
United States , North Carolina , Huntersville

ZS
Zachary Sutton
Email Direct
Wealth Advisor
United States , North Carolina , Huntersville

CN
Corinne Napolitano
Email Direct
Client Services Associate
United States , North Carolina , Huntersville

SD
Shari DeStefano DeStefano
Email Direct
Manager, Client Services
United States , North Carolina , Huntersville

GM
Gretchen Monteleone
Email Direct
Accountant
United States , North Carolina , Huntersville

123

Former Employees at Cornerstone Wealth

Explore people who held key positions, contributed to Cornerstone Wealth's success, and advanced their careers.

Adam Kurtz

Senior Consultant at Capgemini

Worked as Money Management Intern

at Cornerstone Wealth (2019-2019)

Direct

Diana DeMonico

Project Assistant at Evaluative Criteria

Worked as Marketing Intern

at Cornerstone Wealth (2023-2024)

Direct

Avijit Das

Public Finance Analyst at Public Financial Manag...

Worked as Investment Management Intern

at Cornerstone Wealth (2023-2023)

Direct

Mask Content

Client Manager at Fidelity

Worked as Director, Operations

at Cornerstone Wealth (2018-2019)

Direct

Mask Content

Partner, Wealth Adviso... at SignatureFD

Worked as Certified Financial Planner & Practitioner & W...

at Cornerstone Wealth (2010-2019)

Direct

Mask Content

Wealth Advisor at Blackbridge Financial

Worked as Wealth Advisor

at Cornerstone Wealth (2012-2017)

Direct

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Frequently Asked Questions Regarding Cornerstone Wealth Employees

How many employees does Cornerstone Wealth have?

Cornerstone Wealth has 11-50 employees

Who are Cornerstone Wealth key employees?

Some of Cornerstone Wealth key employees are Brian Needleman, Clifford Hodge, Rachel Posner

Where is Cornerstone Wealth located?

Cornerstone Wealth’s headquarters are located at 16810 Kenton Dr Ste 200, Huntersville, North Carolina, 28078, United States

How do I contact Cornerstone Wealth?

Cornerstone Wealth Contact Info: Phone number: (704) 987-3410 Website: www.cwgadvisors.com

What does Cornerstone Wealth do?

Cornerstone Wealth Group is a fiduciary financial advisor that offers comprehensive financial planning services aimed at various client segments, including private wealth, executives, women, widows, divorcees, and dentists. Their services encompass investment management, retirement planning, tax planning, estate planning, and specialized business s... Read More

Is Cornerstone Wealth a public company?

Cornerstone Wealth is private company therefore does not currently have an official ticker symbol

See more information about Cornerstone Wealth Employees