Kathryn
Massoni
Cornerstone Management, Inc
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About this Advisor
Kathryn Massoni is a financial advisor based in Duluth, Georgia, working with Cornerstone Management, Inc. Kathryn has previously held positions at Cornerstone Management Inc, Georgia-Pacific LLC, University Of Georgia, and Cornerstone Management, Inc. Kathryn has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Kathryn is part of Cornerstone Management, Inc, which operates out of Duluth, Georgia. The firm has 18 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cornerstone Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cornerstone Management, Inc Brokerage Details
$1,674,073,830
18
1,457
$1,148,987
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kathryn Massoni Work History
Cornerstone Management, Inc
Cornerstone Management, Inc
Cornerstone Management Inc
Georgia-Pacific LLC
Georgia-Pacific LLC
University Of Georgia
Disclosures
Please visit the SEC profile of Kathryn Massoni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cornerstone Management, Inc
Duluth, GA
Duluth, GA
Duluth, GA
Duluth, GA
Duluth, GA
Duluth, GA
Duluth, GA
Duluth, GA
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