Brenda joined Cornerstone Capital Advisors in 2012 and has been in the investment industry since 1996. She previously worked for Cornerstone Capital Advisors as a Portfolio Administrator, and now manages Operations, IT, and Human Resources for the firm. Brenda also serves as the Chief Compliance Officer.
Brenda is a Summa Cum Laude graduate of Walsh University with a Bachelor of Arts degree in Business Administration/Management and earned the ACCREDITED INVESTMENT FIDUCIARY™ in 2017. She most recently worked as the Operations Manager for another advisory firm, and was previously a licensed broker with a regional brokerage firm. Her experience includes operations management, compliance, software integration, and portfolio administration.