Mike began his career as a financial advisor in 1997 with Chapel Financial Group. He went on to work as an institutional trader gaining extensive experience in individual stocks, bonds, foreign currencies and commodities until joining Cornerstone Advisory in 2015. As a Private Wealth Advisor, Mike advises professionals and high net worth families to help them meet their financial goals. He believes that a deep understanding of market conditions and economic trends is vital in managing investment portfolios to meet investment objectives. He views his role as one part investment manager and one part educator, helping clients to understand how their fina

Michael Lavina
Chief Investment Officer, Wealth Manager & Portfolio Manager
Cornerstone Advisory LLC
United States, Maryland, Monkton
About Me
Profile Information
Chief Investment Officer, Wealth Manager & Portfolio Manager
Cornerstone Advisory LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Monkton
Maryland
United States
Sep 17, 2024
Work Experience
Cornerstone Advisory LLC
Chief Investment Officer, Wealth Manager & Portfolio Manager Apr 2015 - Present
Email: mlavina@cornerstoneadvisory.com
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