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 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 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 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) designation. David is also an active member of the Medina County Economic Development Corporation.

Glen has been working closely with clients since joining Cornerstone Capital Advisors in May of 2006.  Prior to becoming a Trusted Advisor with the firm, Glen was a Portfolio Administrator and Planning Analyst for many of Cornerstone’s clients.  He has also been instrumental in preparing investment due diligence information for the Investment Committee.

His areas of expertise include retirement, college, investment managment, insurance, estate and tax planning.

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 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.

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 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.

Sherri joined Cornerstone Capital Advisors in February of 2011 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. She also assists in the account administration on the Investor Solutions and Wealth Management platforms.

Sherri has been in the financial services industry since 2001. Her experience includes working for a broker dealer as their Compliance Specialist and as a Senior Administrative Assistant for several years at a wealth management firm. She earned a Bachelor of Science degree in Finance from The University of Akron. Sherri is also a member of the Financial Planning Association and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP) designation.

Debra joined Cornerstone in January, 2011 as the firm’s Operations Administrator. She is the voice you hear when you call and the one to welcome you when you arrive. She is responsible for handling client scheduling and seeing to it that phone calls and correspondence are routed appropriately. Debra creates a caring and friendly atmosphere for clients, visitors and staff, and is a part of a dedicated team working for you.

Debra’s office administration and operations experience extends over 25 years. She began her career working in medical records for Alliance City Hospital and from there went into office management for both a medical and a dental private practice. After 12 years as Office Manager for Waterloo Dental Associates, Debra decided to embark on a new career path in real estate where she co-owned and operated her own real estate investment business. She also worked for Cedarwood Development, Inc., a nationwide commercial real estate development company, in operations.