CoverProfile

Trevor Reid

Senior Investment Analyst

Cornerstone Advisors Asset Management LLC

United States, Pennsylvania, Bethlehem

About Me

Trevor has been with Cornerstone since 2008 and is a Principal of the Company. Prior to Cornerstone, Trevor provided trading support at Evergreen Investments, a former division of Wachovia. At Cornerstone, Trevor's main responsibilities revolve around asset allocation, performance reporting, and manager due diligence, specifically in the fixed income and alternative categories. He is also a member of Cornerstone's Investment Policy Committee and Chair of Cornerstone Risk Management Committee. Trevor also plays an integral part of innovation at Cornerstone by leading discussions surrounding all facets of the business and industry.

Profile Information

Senior Investment Analyst

Cornerstone Advisors Asset Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Bethlehem

Pennsylvania

United States

Aug 15, 2024

More profiles to browse

Profile Photo
Whitney Bates
Senior Investment Analyst
Profile Photo
Tyler Papaz
Principal, Senior Consultant & Director of Private Wealth
Profile Photo
Angela Oste
Life Insurance Operations Manager, Director of Insurance Operations and Director of Planned Giving
Profile Photo
Thomas Scalici
Chief Executive Officer

You Might Like

TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial