Cornerstone Advisors Asset Management Appoints First Director of Philanthropic Services
BETHLEHEM, PA (PRWEB)
July 08, 2021
Cornerstone Advisors Asset Management, LLC, one of the largest independent financial advisory firms in the United States specializing in institutional asset management, qualified and unqualified retirement plans, personal assets, and planned donations, has named Stephen Link as its first director of philanthropic services effective Jan. July. In his new role, Link will focus on Cornerstone’s nonprofit customers to help them improve their planned donation programs by providing audits, ongoing senior gift counseling, marketing and mentoring.
“Cornerstone has demonstrated that it is committed to providing the highest levels of attention, expertise and service to its customers, which I believe is the highest level of attention. I am happy to join your team to promote this commitment, ”said Link. “I will work with my colleagues at Cornerstone to develop sustainable and efficient programs by building long-term relationships that focus on the basic building blocks of donor search, cultivation, recruitment and effective management.”
Prior to joining Cornerstone, Link was Senior Director of Philanthropic Services for Georgetown University and advised on their philanthropic mission for 15 years. He held similar positions with St. Luke’s University Health Network and Lehigh University.
“Steve has been on our radar for a long time and I’m excited to finally see him on the team,” said Thomas Scalici, CEO of Cornerstone. “He has extensive experience helping individuals and families create gifts with significant effects. He is very familiar with all forms of planning and estate planning and is committed to the success of non-profit organizations that are important to our customers. His unique background and experience also help us to offer a differentiated range of services on our market. “
About Cornerstone Advisors Asset Management, LLC-
Cornerstone Advisors Asset Management, LLC is an independent, wholly-owned, SEC registered investment advisor serving more than $ 7 billion in assets. Cornerstone was listed in Barron’s Top Institutional Consultants List, Financial Advisor Magazine’s Annual RIA Ranking, by investor.com as a Top Financial Firm Serving Charitable Organizations, and is regularly featured in InvestmentNews’ Best Places to Work for Financial Advisors. Please visit https://cornerstone-companies.com for more information.
Disclaimer: Inclusion in lists, rankings, or surveys does not imply anything about any particular client’s experience or investment results with Cornerstone. Please visit https://cornerstone-companies.com/#disclaimer for more information on including Cornerstone in lists, rankings, or surveys.
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