Liyin Bao, CFA
Portfolio & Program Manager, LPL Operations Manager
Liyin Bao, CFA, leads Cornerstone Wealth Portfolios investment team. Since joining the firm in 2012, he has managed a broad range of equity and fixed income portfolios in the program. In 2019, Liyin took on leading ...
Khurram Naveed
Portfolio Manager, LPL Operations Manager
Khurram Naveed, CFA, is a portfolio manager for the investment team and a member of the Investment Policy Committee. Prior to joining Cornerstone Wealth Portfolios, he was a business valuation...
Regina Crook
Sr. CWP Operations Specialist
Regina joined the Cornerstone Wealth Portfolios in 2019. She has experience within the financial services industry, specifically with investment and retirement accounts, since 2013. She previously worked...
Camryn Openlander
Camryn Openlander graduated from Southeast Missouri State University, where she studied finance. She joined Cornerstone in 2022 to support the investment team and is enthusiastic...