Our investment philosophy is to create diversified investment portfolios that contain high quality, blue chip companies. Joining Cornerstone as a partner in , Gary leads the employee benefits practice and currently advises more than 50 clients throughout the U. Jon has been happily married to his wife, Rosemary, since , they have three children and eight grandchildren.
Public Markets
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Cornerstone Companies Leadership
Investment management or financial management is the professional asset management of various securities shares, bonds, and other securities and other assets e. Investors may be institutions insurance companies, pension funds, corporations, charities, educational establishments etc. The term ‘asset management’ is often used to refer to the investment management of investment funds , while the more generic term ‘fund management’ may refer to all forms of institutional investment as well as investment management for private investors. Investment managers who specialize in advisory or discretionary management on behalf of normally wealthy private investors may often refer to their services as money management or portfolio management often within the context of » private banking «. The term fund manager, or investment adviser in the United States, refers to both a firm that provides investment management services and an individual who directs fund management decisions.
Private Markets
Outside of the office Jon enjoys spending time with family and friends, he can often be found on a golf course with his grandchildren. Before he specialized in benefits, Gary worked as an employment and labor law attorney for a large Midwest law firm. Executive Team. He enjoys a good bwolby of golf and lives with his wife in Shawnee, Kansas. Our investment philosophy is to create diversified investment portfolios that bowlby investment management group high quality, blue chip companies. Kari is a responsible for all aspects of client service and operations for Key Wealth Consulting Group. Jon investmnt serves the Kansas City community as president-elect of the Catholic Foundation of Northeast Kansas and as president of the board for Inclusion Connections, an Olathe nonprofit working to iinvestment the lives of individuals with disabilities. He has extensive experience on the insurance carrier side as well, which gives him a valuable perspective when advocating for clients.
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