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 […]
Read More
Jamie L Schumacher, CFA
Portfolio Manager, Outsourced Chief Investment Officer
Jamie is an investment professional with over a decade of institutional experience in public and private equity investing, portfolio management, and investor relations. She most recently served as an investor relations advisor at NewRoad Capital Partners, […]
Read More
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 […]
Read More
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 […]
Read More
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® […]
Read More
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 […]
Read More
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 […]
Read More