From conducting custom investment research to facilitating account paperwork, technology-enabled solutions have fueled the CornerCap client experience since our founding. While most wealth advisors outsource technology functions, CornerCap has a dedicated, full time leader overseeing the many technology-related elements of our operations. In this role, Kevin not only addresses existing client experience needs, but also looks ahead to anticipate what clients will need next – such as creating an online investment platform for next generation wealth accumulators. Thanks in part to his background overseeing information security at a national consumer credit organization, Kevin takes a keen interest in data security, a key issue in the financial services industry.
Education
Is a recession coming? We are getting that question a lot now because there are conflicting signals. An article[1] in last week’s Wall Street Journal
You’ve just brought home your bundle of joy – congratulations! Money may not be the first thing on your mind, but as your little one
When you let people know that you’re expecting a baby, the first thing they always say is “Congrats!” This is often followed by, “Will you
At CornerCap, we strive to embody our Life Appreciates philosophy in everything we do, from helping our clients build and preserve wealth to aligning our
While markets are on the rise, it’s easy to forget that drastic drops can happen. But these days, the reality of market downturns is top
As we emerge from the pandemic and navigate its aftermath, including rising inflation, a potentially slowing economy, and volatile markets, it’s helpful to remember how
CornerCap builds a wealth management plan around your story. Through thoughtful discovery and independent discipline, we work to help your assets and life appreciate together.
