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Our Team

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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Daniel T. Knight, CFA

Portfolio Manager, OUTSOURCED CHIEF INVESTMENT OFFICER
Dan brings 30+ years of investment experience to the team, with time on Wall Street, institutional quantitative portfolio and hedge fund management, trading, research, client service, consulting, and financial advisory. Dan embraces an evidence-based investment […]
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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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Phillip A. Gagliardi, CPM®

Director of Business Development, Client Portfolio Manager
Phil brings nearly 20 years of investment experience to the team, including time as a Trust Officer, Analyst, Investment Manager, and Portfolio Management Sales Officer. He builds long-lasting relationships through an approachable and honest leadership […]
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