Cornerstone Unplugged

Listen in on this discussion with Larry Coats Jr, President & CEO of Clearview Fiduciary Alliance. We have a long and informative conversation on the investment consulting/OCIO marketplace for nonprofits. We get into the role his firm plays in the hiring of a new OCIO provider while understanding the buying decisions boards and committee members make when determining who they want to work with. Larry has an incredible background in the industry, a strong perspective into what makes a successful nonprofit board and the importance of good governance. 

Larry Coats Jr, President & CEO, Clearview Fiduciary Alliance: lcoats@clearviewfiduciary.com  JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com

Took a different path with this episode!! Really wanted to get Jeff Wickersham, Founder of Morning Fire Coaching on the podcast to talk about mindset, morning and night routines to provide energy and focus each day.  I think his message and routine is important for all organizations and individuals.  I love the passion he brings and I think you will enjoy this discussion.  Jeff has a successful podcast, book and morning fire routine.  Listen to him talk about cold showers, meditation and more.  For more information on Jeff and Morning Fire Coaching, check him out at www.themorningfire.com

Jeff Wickersham, Founder of Morning Fire Coaching: jeff@themorningfire.com  JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com

I am excited to kick off our second season with my first guest Nate Hoffer, CEO of Good Samaritan Services.  Good Sam's mission is to restore hope and transform the lives of those experiencing homelessness or at risk of becoming homeless.  They serve those in need throughout the Lancaster and Chester counties in southeastern Pennsylvania.  Nate brings great passion and energy to this cause with a vision in improving the depth of the services Good Sam offers while expanding the great work to other locations and surrounding communities.  Listen in as Nate discusses the recent challenges for many in poverty lately as well as his goals for the organization moving forward. Stay to the end because I love Nate's honest answer to what he likes to do outside of work! For more information, check out Good Samaritan Services at https://www.goodsamservices.org/

Nate Hoffer, CEO of Good Samaritan Services: nate@goodsamservice.org.  JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com

On this episode, Cornerstone Advisors Asset Management, LLC, features a conversation between Ron Albahary, Founder & CEO of RGA Ventures Inc., and JP Cavaliere, Senior Consultant.  Ron is an expert in the growing field of ESG/sustainable investing and has worked with clients and investment firms in building customized SRI solutions.  He also serves as the Faculty Advisor as well as an Industry Advisory Board Member for the Center for High Impact Philanthropy at the University of Pennsylvania where he teaches an executive education course on sustainable investing. Ron Albahary, Founder & CEO of RGA Ventures, Inc,: ron@ideationagent.com.  JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com

On this episode, Cornerstone Advisors Asset Management, LLC, features a conversation between Alice McMurry, Associate Vice President for Advancement at Millersville University and JP Cavaliere, Senior Consultant.  Alice also serves as the Executive Director of the Millersville University Foundation which currently has over $50 million in endowed assets. Alice and I discuss some of the successful campaigns at the University including crowd sourcing while examining changes to leadership on the board and some of the terrific personal hobbies she has picked up in the past year.  Alice McMurry, Associate VP for Advancement: alice.mcmurry@millersville.edu.  JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com 

In this episode, Cornerstone Advisors Asset Management, LLC, is pleased to feature a conversation between Luis Leon, CFO, at the Community Foundation of the Ozarks located in Springfield, MO and JP Cavaliere, Senior Consultant. Listen in on our conversation as Leon reflects on his journey from Peru, to southwest Florida and now to Springfield, MO. He also discusses the impact and the adjustments the Foundation has had to make in relation to COVID-19, his excitement about the future of the Foundation, and the influence it can have on southwest Missouri. We hope you can utilize and share our insights with your local community and organization. Luis Leon, CFO of Community Foundation of the Ozarks: lleon@cfozarks.org   JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com