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

Operations:

Kara Kelleter
Providence Branch Office Manager

The Providence office manager, Kara Kelleter, was named one of the Top 100 Branch Managers nationwide by On Wall Street Magazine in 2007. Kara has spent the last 22 years helping investors with the administration and operations of their portfolios. Kara personally supervises all compliance and operations in New England. Because of Kara’s dependability, she handles the day to day contact with clients regarding all administrative issues. Her skill and experience are invaluable at Cornerstone.

Donna Stiness
Administrative Manager

Desiree Dube
Administrative Assistant

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