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Scott K
CFA®, Series 65
Daphne, AL
Cornerstone Investment Management and Consulting, LLC
Scott Koser is a CFA® charterholder and holds a Series 65 license, with 23 years of industry experience. He has been with Cornerstone Investment Management and Consulting, LLC since 2003. Cornerstone Investment Management and Consulting provides discretionary investment management and project-based consulting services to individuals, trusts, foundations, and endowments. The firm employs a combined top-down and bottom-up investment approach, utilizing quantitative screening and thematic research to manage portfolios aligned with client-specific investment policies.
Mark D
CFA®
Daphne, AL
Cornerstone Investment Management and Consulting, LLC
Mark Davidson is a CFA® charterholder with 23 years of industry experience. He has been with Cornerstone Investment Management and Consulting, LLC since 2003. Cornerstone Investment Management and Consulting provides discretionary investment management and project-based consulting to individuals, trusts, foundations, and endowments. The firm combines a top-down macroeconomic framework with bottom-up security selection, employing quantitative screening and thematic research to manage client portfolios according to customized investment policy statements.
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