Liyin BaoPortfolio Manager, LPL Operations Manager firstname.lastname@example.org
Liyin Bao, CFA, leads Cornerstone Wealth Management’s Model Wealth Program. Since joining the firm in 2012, he has managed a broad range of equity and fixed income portfolios in the program. In 2019, Liyin took on leading the Model Wealth Program and Cornerstone’s Investment Policy Committee. He is responsible for the formulation of the global balanced strategies as well as the development and implementation of the asset management services.
During his tenure at Cornerstone, Liyin instituted Cornerstone’s proprietary portfolio management system, including quantitative screening, security analyses, allocation optimizer, and risk monitors. In the process of meeting the Global Investment Performance Standard for performance audit, Liyin plays a lead role in performing account-level analysis and has been dedicated to improving individual clients’ experiences in the program. He and his team are committed to creating well-researched portfolios for the program that can help our clients pursue their financial goals.
Prior to joining Cornerstone, Liyin worked as an investment banking analyst at Citic Securities. He is a CFA® charterholder and a member of the CFA Society of St. Louis. He has a Bachelor of Science in economics and mathematics from the University of Michigan and earned his Master of Science in finance from Olin Business School at Washington University in St. Louis.
Khurram NaveedSenior Analyst, LPL Operations Manager email@example.com
Khurram Naveed joined Cornerstone Wealth Management in 2017. He is a senior analyst for the Cornerstone Model Wealth Program and is a member of the Investment Policy Committee. Prior to joining the firm, he was a business valuation analyst at Health Capital Consultants.
Khurram graduated cum laude from the University of Missouri-St. Louis with a Bachelor of Science in Economics. He also earned a Master of Arts in Economics and an MBA with honors from the University of Missouri-St. Louis. He is Level III candidate in the CFA Program.
Regina CrookClient Services Associate firstname.lastname@example.org
Regina joined the investment team at Cornerstone Wealth Management in 2019. She has experience within the financial services industry, specifically with investment and retirement accounts, since 2013. She previously worked for a small independent RIA building relationships with clients and custodians while managing client accounts and investments.
Regina graduated with a bachelor’s degree from the University of Illinois, Urbana-Champaign. Outside of work, she enjoys DIY projects, attending local events, playing sports, coaching her son’s sports teams, and traveling to visit friends and family.
Thomas GoodenChief Compliance Officer email@example.com
Thomas Gooden is the Chief Compliance Officer of Cornerstone Wealth Management. He is responsible for compliance and supervisory functions, including the monitoring of activities to ensure compliance with our firm’s Code of Ethics. Thomas has been in the financial industry for 25 years.
Previously working with Edward Jones, Thomas joined Cornerstone Wealth Management as an investment advisor in 2012. At one point a corporate trainer, Thomas applies his teaching skills to explain investment strategies in simple to understand terms.
Thomas is a native St. Louisan and graduated from the University of Kansas where he and his wife, Mona, met. They have two daughters, Caroline and Allyson, and a rescue dog named Cora. He is an avid runner and cyclist and raises money for charities though running/cycling events throughout the year.
Dave KaplanCompliance Analyst firstname.lastname@example.org
Dave Kaplan supports advisors as Cornerstone Wealth Management's compliance analyst. He received his undergraduate degree in journalism from the University of Illinois in 1982, and later earned his M.B.A at Washington University in St. Louis in 1987.
After working in product management for General Mills and Vlasic Foods, Dave began his financial career in the life insurance industry in 1990. In 1996, Dave became a financial advisor for Edward Jones. In 2009, Dave moved his financial practice to Cornerstone Wealth Management as an independent advisor, in order to broaden the investment choices he could utilize in managing his clients' portfolios.
Dave has been married since 1989 to his wonderful wife, Libbie. Together they have two great kids, Abbie and Sam, and one spoiled puppy, Patch.
Kim NellesenCompliance Specialist email@example.com
As part of the Cornerstone Wealth Management compliance team, Kim is involved in operating policies and procedures, risk assessments, communications, RIA licensing and regulations.
She has been in the financial industry since 2010. Prior to joining Cornerstone in 2012, she worked in operations with Wells Fargo Advisors. Kim and her husband, Dustin, have three children, Lucas, Tyler and Kylie.
Michele TouchetteTransitions Specialistmichele.firstname.lastname@example.org
Michele joined Cornerstone Wealth Management in 2014, bringing over 20 years of administrative, client services and office experience. She previously worked in the insurance industry for over 16 years.
Besides working as an advisor’s assistant, Michele also works on the transition team and new advisor onboarding process. She has a genuine interest in helping others, and is focused on providing excellent customer service and advisor support.
Michele loves spending time with her children, Nick and Alexandria. In her spare time, she enjoys many outdoor activities. Barbequing, camping, entertaining and spending time with family and friends are just a few of her passions.
Janet MuellerTransitions Specialistjanet.email@example.com
Janet Mueller joined Cornerstone Wealth Management when it first opened in November 2005 and has worked as an assistant in the financial industry since 2000. To date, Jan has assisted over 30 financial representatives in transitioning their business to Cornerstone Wealth Management.
Jan is the proud mother of two grown children, and has an extended family with whom she spends holidays and vacations. On the weekends, you can find her shopping the local antique stores for treasures and her next re-purposing furniture project.
Leslie GarrisonMarketing & Communications Directorleslie.firstname.lastname@example.org
Leslie Garrison joined Cornerstone Wealth Management in 2018 to lead marketing and communication efforts for the firm. She shares her marketing expertise with advisors in the Cornerstone community to help them stay connected with current clients and reach prospective clients.
Before joining Cornerstone, Leslie led the marketing team for a St. Louis-based RIA. She holds a bachelor’s degree from Truman State University and lives in St. Louis with her husband, John, and two children. When she’s not serving as chauffeur for her kids, you can usually find Leslie running, reading a book, planning a fundraiser for her kids’ school, or having fun with family and friends.