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Michael Lavina

Chief Investment Officer, Wealth Manager & Portfolio Manager

Cornerstone Advisory LLC

United States, Maryland, Monkton

About Me

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

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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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