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Avery Coleman

Investment Analyst

Cornerstone Advisors Asset Management LLC

United States, Pennsylvania, Allentown

About Me

Avery joined Cornerstone in 2021 as an Investment Analyst. His responsibilities include manager due diligence, performance reporting, portfolio management, and asset allocation. He is also a member of Cornerstone's Investment Policy Committee. He received his bachelor’s degree from Shippensburg University of Pennsylvania and is working towards attaining a CFA™ designation. Avery resides in Allentown, PA and enjoys spending time doing anything and everything while bringing along his dog Rhea.

Profile Information

Investment Analyst

Cornerstone Advisors Asset Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Allentown

Pennsylvania

United States

Jul 3, 2024

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