CORNERSTONE WEALTH of HUNTERSVILLE, NC is an SEC-registered investment adviser (CRD 289971). Regulatory assets under management: $2.5B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Craig Alan Rubrecht | CHIEF EXECUTIVE OFFICER | — |
| Terri E Fiessinger | CHIEF OPERATIONS OFFICER, CHIEF FINANCIAL OFFICER | — |
| Jeffrey Alan Carbone | PARTNER | — |
| Andrew Kelsey Smith | PARTNER | — |
| Rachel Lee Posner | CHIEF COMPLIANCE OFFICER | — |
| Clifford Padgett Hodge | CHIEF INVESTMENT OFFICER | — |
| SWEENEY JOSEPH EDWARD | PARTNER; PRESIDENT CORNERSTONE RETIRE | — |
| POSNER RACHEL LEE | CCO; CHIEF COMPLIANCE OFFICER | — |
| RUBRECHT CRAIG ALAN | CEO; CEO AND CCO; CHIEF EXECUTIVE OFFICER | — |
| NEEDLEMAN BRIAN TODD | PARTNER | — |
| CARBONE JEFFREY ALAN | PARTNER | — |
| SMITH ANDREW KELSEY | PARTNER | — |
| FIESSINGER TERRI E | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER, CHIEF FINANCIAL OFFICER; COO | — |
| HODGE CLIFFORD PADGETT | CHIEF INVESTMENT OFFICER | — |