Mark
Spatt

Cornerstone Investment Partners, LLC

CRD#6989304
Investment Advisor
in Atlanta, GA

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About this Advisor

Mark Spatt is a chartered financial analyst who works in Atlanta, Georgia with a total of 5 years of industry experience. Spatt works at Cornerstone Investment Partners, LLC. During their career, the advisor has held roles at Cornerstone Investment Partners, LLC and Wharton School, University Of Pennsylvania. Spatt is able to advise clients in Georgia. Cornerstone Investment Partners, LLC is a financial advisory firm that has its headquarters in Atlanta, GA. The company has a total of 15 people on staff. It controls $2 billion in assets under management across its 339 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 339 client accounts, 19% are associated with high-net-worth individuals who have at least $1 million in investable assets. Cornerstone Investment Partners, LLC offers a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. A financial advisor's fees usually are based on which services are offered. Fees billed by Cornerstone Investment Partners, LLC may include asset-based and other fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Others

Office Location

Phipps Tower, 3438 Peachtree Rd. Ne. Suite 900
Atlanta, GA 30326

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Cornerstone Investment Partners, LLC Brokerage Details

Total Assets Under Management

$1,703,888,262

GA Average: $3,570,121,308
Total Number of Employees

15

GA Average: 58
Total Number of Accounts

339

GA Average: 1,608
Average Account Size

$5,026,219

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Mark Spatt Work History

Mark has been registered as a financial advisor for 5 years.*

2013 - Present (11 years)

Cornerstone Investment Partners, LLC

2011 - 2013 (2 years)

Wharton School, University Of Pennsylvania

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Spatt 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 Investment Partners, LLC

Nicholas Nottebohm
Atlanta, GA
Justin Scott
Atlanta, GA
Thomas Builder
Atlanta, GA
Mark Spatt
Atlanta, GA
Matthew Ritz
Atlanta, GA
Dean Morris
Atlanta, GA
Paul Slakter
Tampa, FL
Joseph Brown
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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