T. Grey Kennedy, AIF recently joined the team at Cornerstone Capital Advisors as Director of Fiduciary Services. Prior to joining Cornerstone Capital Advisors, he was a Director at Charles Schwab in their Retirement Investment Services division where he served as an Institutional Consultant for large retirement plans. Grey was an advisor prior to that with Oswald Financial. He comes to Cornerstone Capital Advisors with 20 plus years of experience in financial services, most of that being devoted to the institutional retirement plan space.
Grey received his BA in business administration and marketing from the University of Colorado at Boulder. He has been active with Junior Achievement and enjoys volunteering his time with that organization to support financial literacy for kids.
Grey resides in Avon Lake, OH with his wife Cindy and three children. He volunteers for the local community soccer board, and enjoys playing golf, hiking with his dog, and traveling with family and friends.