CPA, CFP®, AIFA®
President and Chief Investment Officer of Cornerstone Capital Advisors
Mario is the president and chief investment officer of Cornerstone Capital Advisors. Cornerstone was founded in 1984 and has over 400 families and 65 retirement plans as clients. Combined, these clients have entrusted Cornerstone with over $550 million in assets under advisement. The company has 17 full time employees and 8 advisory teams that act as independent fiduciary advisors.
Personally, Mario has over 21 years of practical financial services experience as a CPA, Investment Advisor and Certified Financial Planner. Together with his team, they act as the personal CFO helping affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving. Mario also leads the advisory team that provides consulting and fiduciary advice to retirement plan clients and their participants.
Mario is an expert in investment procedural prudence and a leading fiduciary analyst for the Centre for Fiduciary Excellence. He has been an adjunct faculty member with Fi360 in Pittsburgh for the last 13 years, teaching and training advisors on the Prudent Practices and Assessment Procedures. He is a contributing editor to Fi360’s Prudent Practices Handbooks and writes articles for various publications on practice management and fiduciary best practices.
Cornerstone obtained its “CEFEX Certification” in 2010, and annually has an independent fiduciary analyst assigned by CEFEX review its investment process and practices it engages in with its retirement plan clients.