CoverProfile

Jessica Long

Principal & Director of Investment Operations

Cornerstone Advisors Asset Management LLC

United States, Pennsylvania, Bethlehem

About Me

Jessica is one of Cornerstone’s Principals and serves as the leader of Cornerstone’s investment operations team. Jessica is responsible for ensuring a smooth transition for new client relationships, providing exemplary support to clients in meeting their service needs, and leads other ad hoc projects that improve the firm’s efficiency. Additionally, she works in conjunction with the Chief Compliance Officer in ensuring the firm is meeting clients' needs to the highest fiduciary, legal, and regulatory standards and is a member of Cornerstone’s Risk Committee. Jessica started with Cornerstone in 2012 and has over 15 years of financial services experience.

Profile Information

Principal & Director of Investment Operations

Cornerstone Advisors Asset Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Bethlehem

Pennsylvania

United States

May 15, 2024

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