Avery Coleman
Investment Analyst at Cornerstone Advisors Asset Management, LLC
About
Avery Coleman is an Investment Analyst at Cornerstone Advisors Asset Management, LLC in Allentown, PA, where he has served since June 2021. In this role, he is responsible for manager due diligence and performance reporting, and is actively involved in overseeing the investment process for specialized offerings such as charitable gift annuities (CGAs), including addressing investment strategy, compliance reviews, and asset management considerations.
Avery’s expertise includes portfolio oversight for institutional and nonprofit clients, focusing on planned giving vehicles and related asset pools. He works on evaluating investment options and collaborating with senior team members to provide tailored solutions, particularly in the context of organizations’ planned giving programs and the management of underlying assets for CGAs.
Prior to joining Cornerstone, Avery held roles as an Account Representative at AMETEK Specialty Metal Products and as a Financial Analyst at Tucker Financial Services, further developing his analytical and client service skills. He holds a Bachelor of Science in Business Administration (BSBA) with a major in Accounting and Finance and a minor in Economics from Shippensburg University of Pennsylvania, equipping him with a strong foundation in financial analysis and investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cornerstone Advisors Asset Management, LLC | Investment Analyst | Jun 2021 to Present | — |
| AMETEK Specialty Metal Products | Account Representative | Feb 2018 to Jun 2021 | — |
| Tucker Financial Services | Financial Analyst | Jan 2017 to Feb 2018 | Investment Research Analyst |
| Northwestern Mutual | Financial Representative, Associate Wealth Management Advisor | Apr 2015 to Jan 2017 | — |
| Not Your Average Joe's | Waiter | Jul 2014 to Dec 2014 | • |
| Shippensburg University | Weight room Front Desk Assistant | May 2013 to Aug 2013 | • Supervised weight room activities • Oversaw organization and cleanliness of facility • Recorded athlete participation |
| Lowe's Companies, Inc. | Sales Associate and Unload Specialist | May 2012 to Aug 2013 | • Assisted customers on sales floor • Unloaded and stocked store merchandise • Operated heavy machinery |
| Arctic Glacier U.S.A., Inc. | Vendor assistant | May 2011 to Aug 2011 | • Assisted with loading, unloading, and delivery of product to clients |
| Lima Estates Retirement Community | Waiter | Aug 2007 to Aug 2009 | • Served customers of on sight restaurant • Received recognition awards for positive interactions with residents • Received numerous comment cards from residents complimenting my service |
Education
Shippensburg University of Pennsylvania
B.S.B.A, Accounting and Finance, Economics
2009 — 2015
Shippensburg University of Pennsylvania
Bachelor of Science in Business Administration (BSBA), Accounting and Finance, Economics
2009 — 2015
Skills & Expertise
Others at Cornerstone Advisors Asset Management, LLC (2)
| Name | Role | Location |
|---|---|---|
R Ryan Matthews | Investment Analyst | Milford, NJ , United States |
 | Chief Investment Officer | Bethlehem, PA , United States |