Thomas L. Balis, CFA
FOUNDER, CHIEF INVESTMENT OFFICER
Thomas L. Balis founded Cornerstone Portfolio Research in 2020. With 20+ years of experience in the investment and financial services industry, investment management is truly his passion. Helping advisors and their clients achieve their goals […]
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Michael H. Rivers, CFA
Portfolio Manager, OUTSOURCED CHIEF INVESTMENT OFFICER
Mike brings nearly 20 years of investment experience to the team, including time as an investment analyst and portfolio manager. His passions include investing, finance, economics, and history. Mike holds a Bachelor of Science in […]
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Brad J. Sorensen, CFA
PORTFOLIO MANAGER, OUTSOURCED CHIEF INVESTMENT OFFICER
Brad has analyzed stocks and the economy for over 20 years. As Director of Market and Sector Analysis at Charles Schwab, he was responsible for directing coverage of economic and market developments as well as […]
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Matthew J. Haertzen, CFA, CFP®
Portfolio Manager, Outsourced Chief Investment Officer
With over 25 years of experience in the investment industry, Matt is particularly skilled in the construction and design of portfolios and manager research. He currently serves as both a Portfolio Manager for Cornerstone Portfolio […]
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Scott A. Bettin, CFA
PORTFOLIO MANAGER, OUTSOURCED CHIEF INVESTMENT OFFICER
Scott brings 40 years of investment management experience to the Cornerstone Portfolio Research team. Scott has a BS in Business Administration and an MBA from the University of South Dakota. He is also a CFA® […]
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Oren M. Welborn, CFA
PORTFOLIO MANAGER, OUTSOURCED CHIEF INVESTMENT OFFICER
With nearly 10 years of experience working on the buy side of the fixed-income market, Oren brings a wealth of experience, starting with his role as an analyst at J.P. Morgan in Brooklyn, NY. From […]
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Michael A. Gawlik, CFA
PORTFOLIO MANAGER, OUTSOURCED CHIEF INVESTMENT OFFICER
Mike brings 35 years of experience to Cornerstone. His perspective marries fundamental research and portfolio management expertise with practical experience implementing investment systems, accounting automation, and designing investment strategies spanning multiple asset classes. Mike […]
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Arthur D. Balis, APMA®
PORTFOLIO MANAGER, INVESTMENT ANALYST
Arthur brings 10+ years of financial services experience to the team, including experience with both retail and institutional clients. He’s done extensive work in economics and credit analysis. Arthur holds a Bachelor of Science in […]
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