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About
Jim Foxen currently serves as a Private Wealth Advisor at Cornerstone Advisory in Washington, DC. He is responsible for providing comprehensive wealth management services to clients, with a focus on delivering tailored investment strategies and financial planning solutions.
With a background in finance and several years of experience at Cornerstone Advisory, Jim specializes in advising high-net-worth individuals and families. His expertise spans across public equities, fixed income, and alternative investments, allowing him to construct diversified portfolios that align with clients’ objectives and risk profiles.
Jim holds a Bachelor of Science in Finance from Northern Illinois University, which provides a strong foundation for his investment acumen. His approach emphasizes disciplined portfolio management and personalized service, contributing to Cornerstone Advisory’s reputation for high-quality client care.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cornerstone Advisory | Portfolio Manager | Jan 2019 to Present | Cornerstone Advisory With more than 100 years of collective experience, Cornerstone Advisory, LLP provides comprehensive portfolio management and monitoring services for: Affluent Individuals Endowmen... |
Education
Northern Illinois University
Bachelor of Science - BS, Finance, General
Skills & Expertise
Others at Cornerstone Advisory, LLC (4)
| Name | Role | Location |
|---|---|---|
 | Principal and Portfolio Manager | Severna Park, MD , United States |
 | Portfolio Manager | Cockeysville, MD , United States |
 | Managing Partner | Cockeysville, MD , United States |
 | Partner | Baltimore, MD , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Partner | Verdence Capital Advisors LLC | Lutherville-Timonium, MD , United States |
M Meg Sheil-Puopolo | Partner | Verdence Capital Advisors LLC | Baltimore, MD , United States |
A Andrew Schenker | Chief Investment Officer | Heritage Investors Management Corp. | Bethesda, MD , United States |
 | Portfolio Manager | Heritage Investors Management Corp. | Bethesda, MD , United States |
