Gregory Kelly
President and Owner at Cornerstone Partners Capital Management, LLC
About
Gregory Kelly is the President and Owner of Cornerstone Partners Capital Management, LLC, based in Mishawaka, IN. In this role, he oversees the firm’s investment strategy, client relationships, and operational oversight, guiding the development of tailored portfolio solutions for high-net-worth individuals and institutional clients. His leadership emphasizes risk-managed growth and disciplined asset allocation in both traditional and alternative investment classes.
Kelly’s expertise spans equity and fixed income markets, with a strong focus on private equity, real estate, and alternative investments. Throughout his career, including his time as Partner at Covenant Partners USA and Owner at Dicor Corporation, he has developed a track record in strategic capital deployment and multi-asset portfolio construction within sectors such as commercial real estate, manufacturing, and mid-market operating companies.
Holding both a BA in Psychology and a BS in Marketing from Indiana University Bloomington, as well as an MBA from the Kelley School of Business, Kelly leverages a multidisciplinary background that merges behavioral finance with technical investment acumen. His commitment to personalized client advisory and innovative investment solutions has distinguished him as a leader in sophisticated wealth management and multi-sector portfolio design.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CornerStone Partners LLC | President and Owner | Aug 2020 to Present | — |
| Covenant Partners USA | Partner | Sep 2018 to Aug 2020 | — |
| Dicor Corporation | Owner | Dec 2006 to Sep 2018 | — |
Education
Indiana University Bloomington
Psychology BA. Marketing BS, Business and Arts/Science
1975 — 1979
Indiana University Bloomington
Master of Business Administration - MBA
Others at Cornerstone Partners Capital Management, LLC (17)
| Name | Role | Location |
|---|---|---|
| Managing Director, Portfolio Manager | Charlottesville, VA , United States | |
D David Russell | MD | Charlottesville, VA , United States |
| Managing Director | Charlottesville, VA , United States | |
| Managing Director | Charlottesville, VA , United States | |
L Laura Roller | Managing Director | Charlottesville, VA , United States |
| Managing Director, Portfolio Management | Richmond, VA , United States | |
| Investment Associate | New York, NY , United States | |
P Peter Brooks | Managing Partner | Charlottesville, VA , United States |
| Partner and Managing Director | Charlottesville, VA , United States | |
A Alexandria Kruizenga | Investment Analyst | Boston, MA , United States |
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