CoverProfile

Whitney Bates

Senior Investment Analyst

Cornerstone Advisors Asset Management LLC

United States, Pennsylvania, Bethlehem

About Me

Whitney joined Cornerstone as an Investment Analyst in 2014 after completing her degree from The Pennsylvania State University. Whitney’s responsibilities include oversight of daily data aggregation and reporting, portfolio analysis, and manager due diligence. She is involved in all areas of the business and serves as a lead analyst for the Private Wealth clients. Whitney is the Chair of Cornerstone Cares, Cornerstone’s sustainability and community impact campaign. She is also a member of Cornerstone’s Investment Policy Committee, which makes decisions on investment related research and due diligence.

Profile Information

Senior Investment Analyst

Cornerstone Advisors Asset Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Bethlehem

Pennsylvania

United States

Aug 8, 2024

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