Kathryn Massoni

Kathryn Massoni, CFA, CIMA®, is a Portfolio Manager at Cornerstone Management, Inc. in Atlanta, GA, where she oversees periodic portfolio rebalancing, systematic distributions, and collaborates closely with other managers on asset allocation, cost structure analysis, capital gains budgeting, liquidity management, and implementation modeling. Her work spans multi-asset portfolios serving endowments, charitable organizations, retirement plans, and individual clients, focusing on public equities, fixed income, and alternative investments within diversified mandates.

She has advanced steadily at Cornerstone, beginning as an Investment Analyst and later as Junior Portfolio Manager before assuming her current role in 2025, where her comprehensive responsibilities include portfolio construction and ongoing risk oversight. Prior to joining Cornerstone in 2016, she gained experience as a Tax Accountant at Georgia-Pacific, specializing in audit and compliance within the Indirect Tax Group.

Kathryn graduated cum laude with a BBA in Finance and International Business from the University of Georgia’s Terry College of Business, and holds the Chartered Financial Analyst (CFA) and Certified Investment Management Analyst® (CIMA) designations. She is recognized for her expertise in investment policy implementation, cost optimization, and regulatory compliance, having passed the Series 65 Investment Adviser Law Exam, and consistently contributes to the firm’s fiduciary management for institutional and individual portfolios.