George Newfield is a CFP® and CFA® with five years of industry experience. He has worked at Cornerstone Financial Management LLC since 2021 and previously spent seven years at Bank of America. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory, emphasizing asset allocation with passive index funds and optional ESG considerations, and it offers services such as discretionary portfolio management, oversight of held-away accounts, and the use of outside sub-advisors.

As you journey through life, financial decisions become more complex, and hard to navigate alone. I partner with you to create a financial plan and investment strategy that gives you clarity, confidence, and financial peace.

Tamara Notarianni is a financial advisor at Cornerstone Financial Management LLC with two years of industry experience. She holds a Series 65 designation and has prior work experience with firms including Northwestern Mutual and Spinnaker Asset Management Inc. Cornerstone Financial Management LLC is a fee-only, SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s team manages approximately $167 million for about 100 clients using a blend of passive and active strategies guided by Modern Portfolio Theory, with an option for values-based portfolios upon client request.