Trevor Reid

Trevor M. Reid, CFA, serves as Chief Investment Officer at Cornerstone Advisors Asset Management, LLC, based in Bethlehem, PA. In this capacity, he leads the firm’s investment strategy and policy, oversees asset allocation, and contributes as a member of the Investment Policy Committee. He is responsible for guiding the firm’s approach across a broad range of asset classes, with a focus on institutional portfolios for pension plans, endowments, foundations, and defined contribution plans.

Reid has been with Cornerstone since 2008, advancing from Senior Investment Analyst to his current leadership role. He has extensive experience working with both Cornerstone Advisors Asset Management and Cornerstone Institutional Investors, LLC, bringing a strong background in multi-asset portfolio management and investment due diligence. His areas of expertise include public and private equity, fixed income, alternative assets, and strategies for institutional and high-net-worth clients.

He holds a BS in Finance from Siena College and is a CFA charterholder, further holding the Accredited Investment Fiduciary (AIF®) designation. Reid has been instrumental in shaping Cornerstone’s reputation as a leading institutional consultant, contributing to industry recognition such as inclusion in Barron’s Top Institutional Consulting Teams and NAPA’s Top DC Advisor Teams.