Skip Cowen
Oprichter bij Cornerstone Advisors Asset Management LLC
Profiel
Mr. Malcolm L.
Cowen is a President at Cornerstone Advisors Asset Management LLC.
He has over 35 years of industry experience.
He is a co-founder of Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC.
He works with institutional clients and wealthy families to help design, implement and monitor portfolios on their behalf.
He is the Chair of Cornerstone’s Investment Policy Committee, which oversees all client assets.
Skip has direct responsibility for client relationships as well as the overall direction of the firm.
He became President in 2002 and before that served as Chief Compliance Officer.
He is also on the Board of Directors of M Financial Investment Advisers.
He is an active member of various advisory groups.
He received a B.A.
in Business Administration from Gettysburg College, a MBA in Business Administration from Lehigh University and a Masters in Taxation from Villanova Law School.
Actieve functies van Skip Cowen
| Bedrijven | Functie | Begin |
|---|---|---|
Cornerstone Advisors Asset Management LLC
 Cornerstone Advisors Asset Management LLC Investment ManagersFinance Cornerstone Advisors Asset Management LLC (CAAM) is a SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Scalici and Malcolm Cowen II in 1998. They are a wholly-owned subsidiary of Cornerstone Benefits, Inc., which in turn wholly-owned by CAAM’s employees through an Employee Stock Ownership Plan (ESOP) trust called the Cornerstone Benefits, Inc. Employee Stock Ownership Trust. CAAM provides investment advisory services for institutional clients such as defined benefit and defined contribution plans, foundations and endowments, corporations, not-for-profit organizations and public funds, and individual clients including natural persons, families, personal trusts, family partnerships and limited liability companies. | Oprichter | 01-01-1998 |
Opleiding van Skip Cowen
| Gettysburg College | Undergraduate Degree |
| Villanova University School of Law | Graduate Degree |
| Lehigh University | Masters Business Admin |
Ervaring
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Bedrijven verbonden in de eerste graad
Man
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Cornerstone Advisors Asset Management LLC
Cornerstone Advisors Asset Management LLC Investment ManagersFinance Cornerstone Advisors Asset Management LLC (CAAM) is a SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Scalici and Malcolm Cowen II in 1998. They are a wholly-owned subsidiary of Cornerstone Benefits, Inc., which in turn wholly-owned by CAAM’s employees through an Employee Stock Ownership Plan (ESOP) trust called the Cornerstone Benefits, Inc. Employee Stock Ownership Trust. CAAM provides investment advisory services for institutional clients such as defined benefit and defined contribution plans, foundations and endowments, corporations, not-for-profit organizations and public funds, and individual clients including natural persons, families, personal trusts, family partnerships and limited liability companies. | Finance |
