Whitney Rose Bates

Analyst-Equity presso Cornerstone Advisors Asset Management LLC

Finance

Consumer Services

Profilo

Ms. Whitney R.
Bates is an Senior Investment Analyst at Cornerstone Advisors Asset Management LLC.
She serves as a non-voting member of the firm’s Investment Policy Committee.
Her responsibilities include oversight of daily data aggregation and reporting, portfolio analysis and manager due diligence.
She joined the firm in 2014.
She received her degree from the Pennsylvania State University.
She earned a B.S.
in Mathematics with Minors in Statistics & Chemistry from the Pennsylvania State University.

Posizioni attive di Whitney Rose Bates

Società	Posizione	Inizio
Cornerstone Advisors Asset Management LLC Cornerstone Advisors Asset Management LLC Investment ManagersFinance Cornerstone Advisors Asset Management LLC (CAAM) is a SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Scalici and Malcolm Cowen II in 1998. They are a wholly-owned subsidiary of Cornerstone Benefits, Inc., which in turn wholly-owned by CAAM’s employees through an Employee Stock Ownership Plan (ESOP) trust called the Cornerstone Benefits, Inc. Employee Stock Ownership Trust. CAAM provides investment advisory services for institutional clients such as defined benefit and defined contribution plans, foundations and endowments, corporations, not-for-profit organizations and public funds, and individual clients including natural persons, families, personal trusts, family partnerships and limited liability companies.	Analyst-Equity	01/01/2014

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Formazione di Whitney Rose Bates

The Pennsylvania State University

Undergraduate Degree

Esperienze
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Inattive

Società quotate in Borsa

Aziende private

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Aziende private	1
Cornerstone Advisors Asset Management LLC Cornerstone Advisors Asset Management LLC Investment ManagersFinance Cornerstone Advisors Asset Management LLC (CAAM) is a SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Scalici and Malcolm Cowen II in 1998. They are a wholly-owned subsidiary of Cornerstone Benefits, Inc., which in turn wholly-owned by CAAM’s employees through an Employee Stock Ownership Plan (ESOP) trust called the Cornerstone Benefits, Inc. Employee Stock Ownership Trust. CAAM provides investment advisory services for institutional clients such as defined benefit and defined contribution plans, foundations and endowments, corporations, not-for-profit organizations and public funds, and individual clients including natural persons, families, personal trusts, family partnerships and limited liability companies.	Finance