CoverProfile

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

More profiles to browse

Profile Photo
Whitney Bates
Senior Investment Analyst
Profile Photo
Malcolm Cowen, II
Co-Founder & President
Profile Photo
Jennifer Bauder
Principal & Director of Retirement Planning
JL
Jessica Long
Principal & Director of Investment Operations

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management