CORNERSTONE WEALTH MANAGEMENT of WESTLAKE, OH is an SEC-registered investment adviser (CRD 106950). Regulatory assets under management: $628.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Nick Dionisos | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | — |
| Michael Wayne Kelley | VICE PRESIDENT | — |
| Edmund Vincent Malone | CHIEF COMPLIANCE OFFICER | — |
| Nicholas Michael Kaplan | DIRECTOR OF WEALTH MANAGEMENT | — |
| Christina Kyrkos Fanourakis | DIRECTOR OF FINANCIAL PLANNING | — |
| GOMERSALL DAVID ALAN | OWNER; PRESIDENT | — |
| O'BOYLE KAYE ELIZABETH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SEC'Y.; SECRETARY (+1 more) | — |
| KELLEY JOHN WAYNE | VICE PRESIDENT | — |
| DIONISOS NICK | PRESIDENT AND SENIOR INVESTMENT CONSULTANT; SENIOR INVESTMENT CONSULTANT; VICE PRESIDENT AND SENIOR INVESTMENT CONSULTANT | — |
| Malone Edmund Vincent | CHIEF COMPLIANCE OFFICER | — |