JOHN J. RILEY
President & Chief Investment Strategist

OPERATIONS:
Kara Kelleter
Providence Office Manager
Donna Stiness
Administrative Manager
Desiree Dube
Administrative Assistant

INVESTMENT POLICY COMMITTEE:
Michael Curtis

INVESTMENT ADVISORS:
Bennett J. Bergman
Robert W. Griffin, CFP®
Robert Gilmore
Jeffrey Knight
Richard Knight
Raymond Jeffs, CPA

CANTELLA& CO
Broker/Dealer

NATIONAL FINANCIAL SERVICES
Custodian

John J. Riley
President & Chief Investment Strategist

The foundation of Cornerstone lies in the history of her founder, John Riley. As a new broker working for Dean Witter Reynolds in the mid 80’s, John realized the value of conservative investment strategies when he saw investors and brokers, who were not prepared, get surprised by the devastating Crash of 1987. Seeing these events unfold first-hand lead John to focus on conservative and disciplined strategies to grow his clients’ assets.

Moving to PaineWebber in 1993, John began his very successful newsletter, The Educated Investor, which kept his clients informed on current market events. He also had the privilege to interview many notables for the newsletter including: Marty Zweig; Prof. James Tobin, the Nobel Prize winning economist; Gary Ciminero, Fleet Financial's Chief Economist; and Stan Salvigsen, the Chief Strategist from Merrill Lynch through the 1980’s and later the Chairman of Comstock.

Hearing the opinions of these strategists and economists directly broadened John’s vision and scope of investing. He was compelled to think beyond just stocks and bonds.

The last straw for John came upon his observing the many discrepancies with institutionalized Wall Street thinking. He knew there was a better way to serve his clients than what mainstream Wall Street had to offer. It was clear that he needed to create his own money management firm.

John established Cornerstone Investment Services in 1999, to offer investors an alternative to Wall Street. Since breaking free of the crowd, John has been able to manage clients’ money in the way that prepares them for the trends he sees and surprises Wall Street misses. Cornerstone is not beholden unto anyone except their clients.

To best serve his cliental John passed the Series 86 and 87 exams to become a registered Research Analyst. These registrations were created by the regulators after the research scandals in the early part of the decade at several of the major wirehouses. “In my experience,” John says, “very few money management firms have a licensed Research Analyst on staff and the number of stock brokers with this registration is minimal. They must rely on others for their research. At Cornerstone I am constantly researching and strategizing, preparing for whatever hand we are dealt.”

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