Ryan Matthews
Investment Analyst at Cornerstone Advisors Asset Management, LLC
About
Ryan Matthews is an Investment Analyst at Cornerstone Advisors Asset Management, LLC, based in Milford, NJ. He joined the firm in June 2020 after completing his Bachelor's degree in Accounting and Finance from Marywood University. His responsibilities include portfolio reporting, research, fund analysis, and manager due diligence. Ryan also serves as a non-voting member of Cornerstone’s Investment Policy Committee and is involved in the Retirement Planning Team, Innovation Committee, and Employee Experience Committee. He holds the Accredited Investment Fiduciary (AIF) certification from Fi360, as well as the Series 66 and Series 7 licenses from NASAA and FINRA, respectively. Prior to his current role, Ryan was an Accounting and Investment Intern at NJM Insurance Group and a Manager at Delaware River Tubing, Inc. His expertise spans portfolio management, investment research, and retirement planning, with a focus on institutional and individual investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cornerstone Advisors Asset Management, Inc. | Investment Analyst | Jun 2020 to Present | — |
| NJM Insurance Group | Accounting and Investment Intern | May 2019 to May 2020 | — |
| Delaware River Tubing, Inc. | Manager | Jul 2015 to Aug 2018 | — |
Education
Marywood University
Bachelors, Accounting, Finance
2016 — 2020
Others at Cornerstone Advisors Asset Management, LLC (2)
| Name | Role | Location |
|---|---|---|
| Investment Analyst | Allentown, PA , United States | |
| Chief Investment Officer | Bethlehem, PA , United States |