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Cornerstone Advisors Income Opportunities Fund Institutional Shares (CAIOX)
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9.16
-0.01
-0.11%
30/01 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 194.22M
Cornerstone Advisors Income Opps Instl
9.16
-0.01
-0.11%
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CAIOX Overview
On this page you'll find an in-depth profile of Cornerstone Advisors Income Opportunities Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of CAIOX among other information.
Contact Information
Address
74 W. Broad Street, Suite 340
Bethlehem,PA 18018
United States
Bethlehem,PA 18018
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Justin M. Kass | Portfolio Manager | 2017 | Now |
| Biography | Mr. Kass, CFA, is a portfolio manager and managing director with Allianz Global Investors, which he joined in 2000. He has portfolio management and research responsibilities for the Income and Growth Strategies team. Mr. Kass has 19 years of investment-industry experience. He has a B.S. from the University of California, Davis, and an M.B.A. from the UCLA Anderson School of Management. | ||
| Katie Robinette | Managing Director | 2015 | Now |
| Biography | Katie Robinette, CFA, is a Managing Director and Principal of Cornerstone. She has been with the firm over five years. Prior to joining Cornerstone, Ms. Robinette worked for the California Institute of Technology (Caltech) for over a decade in a number of investment positions, including serving as the Director of Investments (Private Equity). Ms. Robinette leads Cornerstone’s Private Equity team and is a member of the firm’s Global Public Equity, Public Alternatives and Private Alternatives teams. Additionally, Ms. Robinette is a member of the firm’s Asset Allocation and Manager Review Committees. | ||
| Evan Wirkkala | Director | 2015 | Now |
| Biography | Evan Wirkkala is a Managing Director of Cornerstone. Prior to joining Cornerstone, Mr. Wirkkala worked for a Washington, D.C. based registered investment advisor as an Advisor Analyst. Mr. Wirkkala is a member of Cornerstone’s Fixed Income, Private Real Estate, Real Assets, Income Opportunities and Core Plus Bond investment teams. Additionally Mr. Wirkkala is a member of the firm’s Asset Allocation and Manager Review Committees. | ||
| David Freudenberg | Managing Director | 2015 | Now |
| Biography | David Freudenberg, CAIA, is a Managing Director and Principal of Cornerstone. Mr. Freudenberg leads Cornerstone’s Private Real Estate and Fixed Income teams and is a member of the firm’s Real Assets, Income Opportunities and Core Plus Bond investment teams. Additionally, Mr. Freudenberg is a member of the firm’s Asset Allocation and Manager Review Committees. | ||
| Gary J. Pokrzywinski | President | 2013 | Now |
| Biography | Mr. Pokrzywinski is the Lead High Yield Portfolio Manager for SiM. He has 28+ years of experience in the fixed income financial markets. He currently manages the Morningstar 5-star*, American Beacon SiM High Yield Opportunities mutual fund, and prior to founding SiM managed the Morningstar 5-star**, Principal High Yield mutual fund from its inception in April 1998 to May 2009. Prior to SiM, He was the CIO and a High Yield Portfolio Manager for Edge Asset Management (and its predecessor), an affiliate of Principal Financial Group. He worked for Edge and its predecessor from 1992 to 2009. Prior, Mr. Pokrzywinski was an investment officer/portfolio manager for Firstar Investment Services Co. He received a bachelor's degree in finance and management information systems from the University of Wisconsin - Milwaukee. Mr. Pokrzywinski earned the right to use the Chartered Financial Analyst designation in 1989 and is a member of the CFA Society of Seattle. | ||
| Brian L. Placzek | Head | 2013 | Now |
| Biography | Mr. Placzek is the High Yield Portfolio Manager for SiM. He has 30+ years of experience in investment management and financial analysis, and currently manages the Morningstar 5-star*, American Beacon SiM High Yield Opportunities mutual fund. Prior to SiM, Mr. Placzek was Head of Fixed Income/Research at Edge Asset Management, an affiliate of Principal Global Investors. At Edge he worked with Mr. Pokrzywinski on the Principal High Yield Mutual Fund from its inception in 1998 until the Mr. Pokrzywinski’s departure in 2009. Mr. Placzek worked at Edge (and its predecessor) from 1990 to 2010. Prior to Edge he had been at Washington Mutual Bank, where he worked as an investment grade and high yield bond analyst/trader. Mr. Placzek earned the right to use the Chartered Financial Analyst designation in 1994, is a member of the CFA Society of Seattle and received a bachelor’s degree in liberal arts from Seattle University. | ||
| Brian D. Watson | Portfolio Manager | 2012 | Now |
| Biography | Brian Watson serves as portfolio manager for SteelPath Alpha, Income, Select 40, Alpha Plus, Panoramic and Focused MLP strategies. Prior to joining SteelPath in 2009, Brian was a portfolio manager and led the MLP research effort at Swank Capital LLC, in Dallas, Texas. He also covered the MLP and Diversified Energy sectors for RBC Capital Markets in the firm’s Equity Research Division from 2002 to 2005. Prior to this, Brian worked for Prudential Capital Group, helping to analyze, structure, and invest in debt private placements issued primarily by companies involved in the energy industry including those involved in oil field services, midstream services, and oil and gas exploration and production. Brian holds a BBA from the University of Texas at Austin and an MBA from the McCombs School of Business at the University of Texas at Austin. He is also a CFA charter holder. | ||
| Stuart Cartner | Member,portfolio manager | 2012 | Now |
| Biography | Stuart Cartner serves as portfolio manager for SteelPath Alpha, Income, Select 40, Alpha Plus, Focused MLP, and MLP & Energy Infrastructure strategies. Prior to joining SteelPath, Stuart was Vice President in the Private Wealth Management Division of Goldman, Sachs & Co. As a Private Wealth Advisor for nineteen years at Goldman, he was responsible for managing a $200 million portfolio of midstream Master Limited Partnerships for over a decade. Prior to his time at Goldman, Stuart worked at Trammell Crow Company and General Electric. Stuart holds a B.S. in Finance and Management from Indiana University and an MBA in Finance and Marketing with Distinction from the Kellogg Graduate School of Management, Northwestern University. | ||
| Paul W. Pedalino | Managing Director | 2012 | Now |
| Biography | Paul W. Pedalino, CFA, is a Managing Director and a Principal of Cornerstone Advisors, Inc. He has been with the firm for over 10 years with prior experience at Frank Russell Company, Russell/Mellon Analytical Services and T. Rowe Price. Mr. Pedalino is responsible for the firm's Global Public Equity ,Public Alternatives, Private Alternatives, Real Assets and Income Opportunities strategies. Additionally, Mr. Pedalino is a member of the firm's Asset Allocation and Manager Review Committees. | ||
| Michael G. Hughes | CIO (Chief Investment Officer) | 2012 | 2018 |
| Biography | Michael G. Hughes, CFA and CAIA, is the Chief Investment Officer and a Principal of Cornerstone Advisors, Inc. He has been with the firm for over four years with prior experience at Perkins Coie Capital Management LLC, Safeco Insurance and First Interstate Bank. Mr. Hughes is responsible for oversight of all of the firm’s strategies including Global Public Equity, Public Alternatives, Private Alternatives, private Real Estate, Private Equity, Real Assets and Income Opportunities strategies. Additionally, Mr. Hughes is the Head of the Investment Policy Committee, Asset Allocation Committee and Manager Review Committee. | ||
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