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Ryan Matthews

Investment Analyst at Cornerstone Advisors Asset Management, LLC

Milford, NJ , United States

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

OrganizationRoleDate RangeDetails
Cornerstone Advisors Asset Management, Inc.Investment AnalystJun 2020 to Present
NJM Insurance GroupAccounting and Investment InternMay 2019 to May 2020
Delaware River Tubing, Inc.ManagerJul 2015 to Aug 2018

Education

Marywood University

Bachelors, Accounting, Finance

2016 2020

Others at Cornerstone Advisors Asset Management, LLC (2)

NameRoleLocation
Avery Coleman
Avery Coleman
Investment AnalystAllentown, PA , United States
Trevor Reid
Trevor Reid
Chief Investment OfficerBethlehem, PA , United States