Tamara Richwine

Tamara S. Richwine is Principal, Chief Financial Officer, and Director of Planned Giving at Cornerstone Management, Inc., an Alpharetta, GA-based investment advisory firm overseeing nearly $1.9 billion in assets under management as of December 2024. In her leadership roles, she is responsible for the financial oversight of the firm as well as directing planned giving administration, serving both institutional and individual clients with an emphasis on charitable organizations and retirement plan services.

Her expertise centers on fiduciary asset management, financial planning, and portfolio management, with significant focus on institutional sectors such as charitable entities, foundations, pension and profit-sharing plans, trusts, and estates. She collaborates on investment strategies including long- and short-term purchases, margin transactions, and options, and leads the firm’s comprehensive advisory services for nonprofit and endowment funds.

Tamara holds a Bachelor’s degree in Economics from Clemson University. With over 30 years at Cornerstone Management, she is recognized for her commitment to fiduciary standards and transparent client service, having contributed to the firm’s growth and leadership in specialized planned giving and nonprofit investment advisory sectors.