Cornerstone

    Trusted Advisors

MARK W. FEARIGO - CFP®
Trusted Advisor and Principal

Mark advises a select group of corporate executives, professionals, business owners, and other high net worth individuals and families throughout the United States. His areas of expertise include investment management, portfolio design, managing personal finances, employee stock options, restricted stock, personal income tax and charitable giving. He serves on the firm’s Investment Committee. In his executive role, Mark provides guidance on firm policies, client service, strategic direction, and business development.

Mark has been involved in the financial services profession since 1988, accumulating over 21 years of experience. He joined Cornerstone Capital Advisors as a partner in 1992.

Mark earned a BA in Finance, Summa Cum Laude, from Walsh University in 1990, and was elected the Outstanding Senior in Finance. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 1998. Mark is a member of the Financial Planning Association (FPA) and the Walsh University Advisory Board.

MARIO C. GIGANTI – CPA, CFP®, AIFA®
Trusted Advisor and Principal

Mario Giganti is an investment expert in procedural prudence, fiduciary standards and best practices that define a prudent investment process. He works with individual clients to integrate the concepts of the financial planning process into their daily lives and also provides investment advisory services to trustees and fiduciaries of qualified plans and endowments. Mario is also involved in creating and teaching investment fiduciary practices to trustees and fiduciaries throughout the country at the Center for Fiduciary Studies in Pittsburgh. Mario serves on Cornerstone Capital Advisors’ Investment Committee.

Mario has a diverse background, having worked for both large and small businesses in the accounting, brokerage and financial planning industries. He has written articles on investment fiduciary responsibility, with his comments appearing in Investment News and the Akron Beacon Journal, among others. He has also published articles that can be found on the 401(k)helpcenter website, a valuable resource to the retirement plan community.

He is heavily involved in different community activities with his alma mater, Walsh University where he earned a BA in Accounting in 1994. He earned his CERTIFIED FINANCIAL PLANNER™ and his ACCREDITED INVESTMENT FIDUCIARY AUDITOR™ designation in 2003. Mario is a member of the Financial Planning Association (FPA).

NATHAN BOPP - CFP®, AIF®
Trusted Advisor

Nathan is a Trusted Advisor who works with clients in our Investor Solutions service platform. He has been providing financial planning and investment management advice to clients since 2000. He specializes in retirement, college, investment management, insurance, estate, and tax planning.

Nathan completed his undergraduate education from Ohio University in 2000, where he received degrees in Finance and Economics. He also received his MBA from Kent State University in 2007.

Nathan is currently a member of the Akron Chamber of Commerce, North Canton Chamber of Commerce, the Green Ohio Chapter of Toastmasters International, and was the past Treasurer of the North Canton JAYCEES. Nathan is also a member of the Financial Planning Association of America (FPA).  He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2009.

DAVID R. FORSHEW
Trusted Advisor
 
David is a Trusted Advisor with the firm and is responsible for managing the Fiduciary Services platform.  His expertise and passion is in advising business owners and plan trustees on the management of a prudent investment process, the application of appropriate plan design provisions, and educating qualified plan participants.  
 
Since 2001, David has been devoted to establishing and monitoring retirement plans and assisting participants in making good investment decisions.  Prior to his entry into the financial services industry, he was a business owner and executive in the manufacturing and import/distribution industries.  
 
He graduated from Mount Union College in 1991 where he received a degree in Sport Management and Business Administration. 
 
David is pursuing his Chartered Retirement Plan Specialist (CRPS) and Accredited Investment Fiduciary (AIF) designations.  David is also an active member of the Medina County Economic Development Corporation.

Financial Planning Analysts

GLEN HAHLEN - CFP®, AIF®
Financial Planning Analyst

Glen joined Cornerstone Capital Advisors in May of 2006. As a Financial Planning Analyst, he develops, analyzes, and monitors the financial plans and investments of our clients. He is also responsible for monitoring the investments and preparing all due diligence analyses for the Fiduciary Services platform.

Glen graduated from the University of Akron in 2006 with a Bachelor of Science in Business Administration/Finance with a concentration in Financial Planning. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2010.

MARK MUNTEAN
Financial Planning Analyst

Mark joined Cornerstone Capital Advisors in March of 2010. As a Financial Planning Analyst, Mark assists clients to develop a financial plan to meet their short-term and long-term goals through investment, retirement, income tax, estate and college planning.

Mark graduated Summa Cum Laude from Walsh University in 2008 with a Bachelor of Arts degree in Finance. He was also elected the Outstanding Senior in Business at Walsh University.  Mark is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.

 

Portfolio Administrators

TRACY L. NIDA
Portfolio Administrator

Tracy joined Cornerstone Capital Advisors in 2006 and has been in the investment industry since 2000. Tracy manages all aspects of account administration, client reporting and trading, as well as event planning.

Tracy earned her Bachelor of Business Administration degree with a dual major in Accounting and Business Pre-Law from Ohio University in 1998. She has also earned a Masters in Business Administration with a concentration in Finance from the University of Akron in 2003.

DANIEL AMIOT II - AIF®
Portfolio Administrator

Daniel is the Portfolio Administrator for the Investor Solutions service platform. He works closely with clients and the Trusted Advisor to handle all aspects of account administration, trading and reporting.

Daniel graduated Summa cum Laude from Cleveland State University where he earned his Bachelor of Business Administration in Finance. While attending, he became a member of the Beta Gamma Sigma business honor society. Daniel holds his Series 65 license and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP) designation.

Administrators

CHARLENE M. KENDALL
Executive Assistant

Char Kendall will be the first to welcome you to Cornerstone Capital Advisors. Char creates a caring and friendly atmosphere for clients, visitors and staff, and is part of a dedicated team working for you. She keeps the office organized and running smoothly to enhance client relationships. Char’s professional and public relations skills were acquired from a business background as the Executive Secretary for a District Manager at Ohio Bell, Executive Administrator to a Division Manager at the East Ohio Gas Company, Secretary to the Principals at Green Schools, and as the owner of Floralites Creative Design.

MAUREEN BECK
Retirement Plan Specialist

Maureen joined Cornerstone Capital Advisors in March of 2010 as the Retirement Plan Specialist. She coordinates the technical details involved in establishing, converting and maintaining client retirement plans. She works closely with a dedicated administrative team to ensure that our retirement plan clients, both startup plans and existing plan conversions are properly implemented and receive the highest quality of customer service. This includes working with clients to create smooth transitions for participants, plan sponsors/trustees and third party administrators.

Maureen has an extensive background in human resources and retirement plan services. Since 2005 she has worked with the Davey Tree 401k and pension plans and then in 2007 was promoted to supervisor of the plans. Maureen graduated with honors from The University of Phoenix where she received a B.S. in Business Management.

JENNIFER L. FALB
Business Manager

Jennifer is a well-rounded business professional with extensive management and operational experience. She is responsible for human resources, internal finance, technology, compliance, strategic planning and overseeing the day-to-day, as well as long-term operations of the firm.

Jennifer began her career working in management at General Motors Corporation and later was instrumental in the start-up of several polymer manufacturing companies.

Jennifer graduated Magna Cum Laude from Kent State University where she received a B.A. in Psychology and a Minor in Business Management.

                                            


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