Trevor Markwood Reid
Analyst-Fixed Income chez Cornerstone Advisors Asset Management LLC
Profil
Mr. Trevor M.
Reid, CFA, is a Principal & Senior Investment Analyst at Cornerstone Advisors Asset Management LLC.
He has been with the firm since 2008.
His main responsibilities revolve around asset allocation, performance reporting, and manager due diligence, specifically in the fixed income and alternative categories.
He is also a member of Cornerstone's Investment Policy Committee and Chair of Cornerstone Risk Management Committee.
He received his undergraduate degree from Siena College.
Postes actifs de Trevor Markwood Reid
| Sociétés | Poste | Début |
|---|---|---|
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-Fixed Income | 01/01/2008 |
Formation de Trevor Markwood Reid
| Siena College | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 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 |