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Barb is the most recent addition to the firm. She is a Financial Administrator with over twenty years of client support experience in the financial services and investment field. She is very much a “people person” and...
Founder & Managing Partner
James P. Gilbert, CFP, is Founder and Managing Partner at Cornerstone Private Advisors. He is responsible for overseeing all administrative and financial matters at the firm and has been serving clients in the industry since 1991....
Kevin J. Moree is a Partner and Investment Advisor at Cornerstone Private Advisors. He specializes in retirement planning and investment management, having helped countless families and individuals achieve their financial goals in his...
Steve has over 25 years of corporate management and direct client work in the financial sector. Before joining Cornerstone, he spent 8 years managing client accounts as an AXA Advisors, LLC Registered Representative and Investment...