Team Bio

Cornerstone Macro, LLC has research teams in the key pillars of macro research: Economics, Policy and Strategy.

Nancy Lazar heads up the Economics team; Andy Laperriere and Roberto Perli lead Policy Research; and Francois Trahan spearheads the Portfolio Strategy and Quantitative research efforts at Cornerstone.

Corporate Team

Steve Killorin – CFO/CCO

Jason Glazer – COO

Charlie Di Maggio

Frank Moronski

Christy Haworth

Mark Vieira

Hannah LaBella

SteveChief Financial Officer,
Chief Compliance Officer

Office: 212-257-4945
skillorin@cormacteam.com

Steve Killorin is the Chief Financial Officer and Chief Compliance Officer at Cornerstone Macro. He is a Principal in the Firm and a member of the Executive Committee. Prior to joining Cornerstone Macro in 2013, Steve was at International Strategy & Investment Group (“ISI”) for 12 years, where he was the CFO, CCO and a partner. Steve also held the CFO and CCO positions at ISI’s sister company, International Strategy & Investment Inc. (“ISI Inc.”), a registered investment adviser. Previously, he was the Controller at Sanford Bernstein and was formerly at Deutsche Bank and Ernst & Young. Steve graduated summa cum laude with a bachelor’s degree from Manhattan College in 1975. He holds Series 7, 24, 27, 63 licenses and is a CPA.

JasonChief Operating Officer
Office: 212-257-4946
jglazer@cormacteam.com

Jason Glazer joined Cornerstone Macro in July 2014 as the Chief Operating Officer. Prior to joining Cornerstone, Jason spent 1 ½ years at Cowen & Company where he was a Managing Director and Regional Manager for New York Hedge Fund Sales following their acquisition of Dahlman Rose. Previously, Jason spent 6 years at Dahlman Rose as a Managing Partner where he was Co-Head of Equities & Head of Sales. Jason spent 8 ½ years as a Managing Director at Bear Stearns, first as a healthcare sales specialist and then as a hedge-fund sales specialist. Jason started his career at Eli Lilly & Company in Pharmaceutical Sales. Jason graduated from Bucknell University with a BA in Economics & Political Science and has an MBA in Finance & International Business from New York University’s Stern School of Business; which includes a semester in European Management Studies at Hautes Etudes Commerciales (HEC) Paris in Jouy-en-Josas, France.

Charlie DiMaggioComptroller
Office: 212-257-4948
cdimaggio@cormacteam.com

Charlie Di Maggio is the Comptroller of Cornerstone Macro. He initially joined Cornerstone Macro July 2013 as an accounting intern. Post-graduation he began full time, working in the finance group under the firm’s Chief Financial Officer. Prior to joining Cornerstone, he interned within Merrill Lynch’s Global Wealth Management team (The FAND Group), which offered personalized wealth management strategies for individual high net worth clients. Charlie graduated magma cum laude with a combined MBA/BBA degree in Public Accounting from Pace University. He holds a series 27 license and is the Financial and Operations Principal (FINOP) of the firm.

FrankCompliance
Office: 212-257-4947
fmoronski@cormacteam.com

Frank Moronski joined Cornerstone Macro in September of 2013 as the compliance officer. Prior to joining Cornerstone, Frank was at G & L Partners for 10 years where he was an equity trader and managed the compliance program. Frank started his financial career as an equity research associate with Bankers Trust Co and eventually joined Deutsche Bank as a trading assistant on the floor of the New York Stock Exchange. Frank currently holds the Series 7, 24, 55 and 63 licenses and is a graduate of Rutgers University.

Research Distribution
Office: 212-257-4953
chaworth@cormacteam.com

Christy Haworth is a member of Cornerstone Macro’s Research Distribution team. Prior to joining Cornerstone Macro, Christy was at Atlantic Investment Management for three years assisting the Investor Relations and Investment Teams. Prior to Atlantic, Christy worked at her family’s investment firm in Texas focusing on client relations for six years. She graduated in 2009 with a Bachelor of Business Administration and double major in Marketing and Entrepreneurship.

MarkOperations Manager
Office: 212-257-4949
mvieira@cormacteam.com

Mark Vieira joined Cornerstone Macro in July 2013 as Operations Manager. Prior to joining Cornerstone, Mark was instrumental in the launch of two fixed income businesses, the first in 2009, when Mark was hired as Vice President to help four founding partners launch Glenville Partners, a boutique fixed income broker dealer. He was responsible for the setup of the physical infrastructure, all operational aspects, as well as covering accounts. In 2010, after the experience of launching Glenville, he helped Glenville’s founders launch Cortview Capital a fixed income broker dealer with a $125 million commitment from Warburg Pincus. He was Director of Operations managing the middle office and clearing operations for Cortview supporting the sales and trading team in all aspects of the business. Mark began his career in 1998 as a Liaison on Prudential Securities Fixed Income Sales desk executing trades for the firm’s retail brokers. After a year he was promoted to the Institutional Emerging Markets Fixed Income sales desk focusing on Latin America. In 2004, after a merger between Prudential & Wachovia he transitioned over to the Institutional Sales desk covering US accounts for Cash and CDS Fixed Income. Mark graduated from Fordham Preparatory School and then went on to graduate from Franklin & Marshall College with a BA in Business Management.

HannahOperations
Office: 212-257-4951
hlabella@cormacteam.com

Hannah LaBella joined Cornerstone Macro in March 2015 as a member of the Operations team. Prior to joining Cornerstone, she worked as an administrative assistant to the Divisional Administrator at NYU Medical Center Fertility Center for three years while attending university. Hannah graduated from New York University in 2013 with a BA in Italian Studies. In January 2014 she moved to Italy for a year to work as an English teacher at a private school for teenagers and adults.

Economics Team

Nancy Lazar

Arif Haque

Aneta Markowska

Karina Mayer

Chris Menzenski, CFA

Stephanie Needell

Chris Seter

Ali Paluch

Nancy LazarEconomics
Partner
Office: 212-257-4960
nlazar@cormacteam.com

Nancy R. Lazar leads the Economic Research team of Cornerstone Macro. Nancy’s work is known for being comprehensive, highly-detailed and unbiased. Before founding Cornerstone, she was Co-Founder, and Vice Chairman of ISI Group for more than 20 years. Nancy has been an Institutional Investor-ranked economist for the past 16 years, and was ranked #1 in 2015, after ranking #2 the prior 4 years. Prior to founding ISI in 1991, Nancy was a Senior Vice President at C.J. Lawrence. She is a 1979 graduate of Kalamazoo College in Michigan. Nancy is a member of The Economic Club of New York, New York Forecasters, Money Marketeers, NYABE, NABE, and Women in Finance & Housing.

ArifEconomics
Office: 212-257-4963
ahaque@cormacteam.com

Arif is a member of the Economic Research team at Cornerstone Macro. Previously, he worked at International Strategy and Investment Group (ISI) as an economist. Prior to joining ISI, Arif spent seven years on Capitol Hill working for Representative John Conyers. Arif graduated from the University of Michigan with a degree in Economics and received a Masters in Economics from Johns Hopkins University.

Economics
Office: 212-257-4967
amarkowska@cormacteam.com

Aneta Markowska is a senior member of the Economics Research team at Cornerstone Marco. Prior to joining Cornerstone, she was Chief US Economist at Societe Generale, where she spent 11 years. Aneta started her career in interest rate derivatives at BNY/Mellon and has also worked as an analyst at Ardent Research Partners. Aneta graduated summa cum laude from Drexel University with a BS in Finance, and holds an MA in Economics from New York University (NYU). She is a CFA charter holder and a member of NYSSA and NABE. She currently serves as First Vice President of the NY Association for Business Economics (NYABE).

Karina MayerEconomics
Office: 212-257-4961
kmayer@cormacteam.com

Karina Mayer is a member of the Economics Research team at Cornerstone Macro. Prior to joining Cornerstone Macro, she was a Managing Director at International Strategy and Investment Group (ISI). Karina has worked side by side with Nancy Lazar for the past 19 years, focusing primarily on global macro analysis. She started her career at the iconic Data Resources (later DRI/McGraw Hill) analyzing the maritime sector, including merchandise trade and vessel capacity. American University (School of International Service): Economics and Finance.

ChrisEconomics
Office: 212-257-4962
cmenzenski@cormacteam.com

Chris is a member of the Economic Research team at Cornerstone Macro. Before joining Cornerstone, Chris spent five years at International Strategy and Investment Group (ISI) as an economist. Chris graduated from Duke University with majors in Electrical Engineering and Art History, and is a CFA charterholder.

StephanieEconomics
Office: 212-257-4964
sneedell@cormacteam.com

Stephanie R. Needell is a member of the Economics Research team at Cornerstone Macro. Prior to joining Cornerstone Macro, Stephanie worked at Equinox Partners as a statistics consultant, where she built a machine learning algorithm for stock selection. Stephanie also worked at Horizon Blue Cross Blue Shield of NJ in the Informatics Department, modeling ROI for their disease management program. She graduated cum laude from Bucknell University with a BS in Mathematics and Economics, and has an MA in Statistics from Columbia University.

ChrisSeterEconomics
Office: 212-257-4966
cseter@cormacteam.com

Chris Seter joined Cornerstone Macro in September 2014 as a member of the Economics team. Prior to joining Cornerstone, he worked as a Summer Analyst at C.S. Capital Advisors and MacKay Shields. Chris graduated from Colgate University in 2014 with a BA in Economics. He also attended Rye Country Day School and was a member of the lacrosse, football, and ice hockey teams.

AliPallachEconomics
Executive Assistant To Nancy Lazar
Office: 212-257-4969
apaluch@cormacteam.com

Allison (Ali) Paluch is Executive Assistant to Nancy Lazar at Cornerstone Macro. Previously, Allison held Executive Assistant positions at ISI supporting Nancy Lazar, JLL Partners, and GSC Partners, as well as Accounting positions at Geller & Company, and The Riverside Company. She attended Long Island University/Southampton and enjoys skiing, cycling, surfing and traveling.

Policy Team

Andy Laperriere, CFA

Roberto Perli

Melissa Turner, CFA

Andrea Vera

andyPolicy Research – US
Partner
Office: 202-888-1151
alaperriere@cormacteam.com

Andy Laperriere is head of US Policy Research for Cornerstone Macro in Washington, DC, where he analyzes the market implications of policy and political developments. Andy analyzes how tax, budget, trade, health care, banking, housing, energy and other policy changes could impact the economy and financial markets. He also tracks geopolitical developments, elections and political trends.

Prior to helping found Cornerstone Macro, Andy was a Senior Managing Director at ISI Group and the head of ISI’s Policy Research team. Before joining ISI, he spent eight years on Capitol Hill working for former House Majority Leader Dick Armey. Andy has been an Institutional Investor-ranked analyst for the past 17 years, and his policy team ranked #1 in 12 of those 17 years.

He graduated from Villanova University in 1990, earned a Masters in Economics from George Mason University in 1997, and is a CFA charterholder. Along with his wife Brandi, he helped found an inner-city Christian school that provides opportunity to children in one of Washington’s poorest neighborhoods.

IMG_7075_edited-1Policy Research – Global
Partner
Office: 202-888-1155
rperli@cormacteam.com

Roberto Perli heads global monetary policy research for Cornerstone Macro in Washington, D.C. Roberto’s experience crafting and implementing monetary policy within the U.S. Federal Reserve system lends him unique insight into an extremely important force in today’s markets. Prior to co-founding Cornerstone Macro, Roberto was a Senior Managing Director and analyst on ISI’s Policy Research Team in Washington, D.C. Before joining ISI in 2010, Roberto was an officer and senior staff member at the Federal Reserve Board in Washington, D.C. In that capacity, he assisted the Board and the FOMC in the formulation of monetary policy, drafted FOMC statements, wrote speeches and testimonies for Chairman Bernanke and other Governors, and led one of the Board groups that designed and implemented the Federal Reserve’s response to the financial crisis.

Before joining the Fed, Roberto started his career as an assistant professor of economics at the University of Pennsylvania from 1995 to 2001. Since 2010, he has been a member (with Andy Laperriere) of the Institutional Investor #1 ranked policy team based on investor votes. Roberto graduated from the University of Venice, Italy in 1990 with majors in Economics and Mathematics and received his PhD in Economics from New York University in 1995.

mellisaturnerPolicy Research
Office: 202-888-1153
mturner@cormacteam.com

Melissa Turner is a member of the Policy Research team at Cornerstone Macro. Previously, she was an Associate Managing Director at International Strategy and Investment Group (ISI) on the policy team. Melissa has been a member of the #1 Institutional Investor-ranked Washington Research team for 12 straight years. She graduated from Georgetown University with a major in Finance and minor in Economics, and she is a CFA charterholder.

IMG_7075_edited-1Policy Research
Executive Assistant To Andy And Roberto
Office: 202-888-1156
avera@cormacteam.com

Andrea Vera is Executive Assistant to Andy Laperriere and Roberto Perli at Cornerstone Macro. Prior to joining Cornerstone Macro, Andrea spent three years working for the Virginia Tech Athletic Video Department and Virginia Tech Football as a producer, editor and videographer. Andrea graduated from Virginia Tech with a BA in Communications and Spanish, and earned a full scholarship from the athletic department to pursue an MA in Spanish.

Portfolio Insights Team

Stephen Gregory

Kevin Kiefer

StephenPortfolio Insights
Office: 212-257-4972
sgregory@cormacteam.com

Stephen heads the quantitative Portfolio Insights team at Cornerstone Macro, and spearheads the research and development of new quantitative tools and concepts. Previously, Stephen was a Director at Wolfe Trahan & Co. on the Portfolio Strategy and Quantitative Research team. Earlier, Stephen spent two years building the quantitative effort at International Strategy and Investment Group (ISI). In 2010, 2011 and 2012, the team’s work has been ranked in the Top 3 in Institutional Investor magazine’s All-American Research Team for Quantitative Analysis. Previously, Stephen worked in a quantitative capacity at Dreman Value Management and Bear Stearns & Co. He holds an MBA in Financial Engineering from the Stevens Institute of Technology and also earned an undergraduate degree in Economics from Pennsylvania State University.

kevin
Portfolio Insights
Office: 212-257-4975
kkiefer@cormacteam.com

Kevin is a member of the quantitative Portfolio Insights team, as well as the Portfolio Strategy team, at Cornerstone Macro. Prior to joining Cornerstone Macro, Kevin was a research associate at Cleary Gull Advisors where he assisted in fixed income strategy and research and was responsible for the trading of fixed income securities. Earlier, Kevin was a fixed income and equity analyst intern at Dana Investment Advisors. Kevin graduated with a BBA in Finance and Economics and a certificate in Investment Management from the University of Wisconsin- Milwaukee and has completed through Level 2 of the CFA Program.

Portfolio Strategy Team

François Trahan

Michael Kantrowitz, CFA

Emily Needell, CFA

Magdalena Ocampo

Sherri Gonzalez

Francois TrahanPortfolio Strategy
Partner
Office: 212-257-4970
ftrahan@cormacteam.com

An economist by training, François is widely praised for his differentiated insights into the dynamics of the markets and his unique understanding of the business cycle. Prior to founding Cornerstone, François was the Vice Chairman and Chief Investment Strategist of Wolfe Trahan & Co. Previously, he was Executive Managing Director and Chief Investment Strategist at ISI Group, as well as head of ISI’s Quantitative Research Team. François was formerly with Bear Stearns & Co. where he served as Chief Investment Strategist for four years. Earlier, he worked for Ned Davis Research and the Bank Credit Analyst Research Group.
In 2015, François was voted to Institutional Investor magazine’s All-American Research Team as the #1 Portfolio Strategist, and has been selected as #1 for nine of the past ten years. Since 2010, he has also been ranked among the top analysts for Quantitative Analysis as well. François received his undergraduate and graduate degrees in economics and econometrics from the University of Montreal.

Michael KantrowitzPortfolio Strategy
Office: 212-257-4971
mkantrowitz@cormacteam.com

Michael spearheads the Portfolio Strategy research efforts at Cornerstone Macro. Michael’s expertise includes identifying changing trends that influence business cycles while providing forward-looking investment recommendations on global asset allocation, sector positioning, stock selection and portfolio construction. Institutional Investor magazine has ranked the team’s Portfolio Strategy work as #1 for eight of the past 10 years.

Earlier, Michael was the Director of Portfolio Strategy at Wolfe Trahan & Co. and a Managing Director at International Strategy and Investment Group (ISI). During his time at Wolfe Trahan and ISI, Michael worked closely with Trahan in building the Portfolio Strategy and Quantitative Research products.
Michael began his career in equity research at Merrill Lynch & Co. in the Investment Strategy department. He holds a Bachelor of Science degree in Financial Economics from Binghamton University and is a CFA Charterholder.

EmilyPortfolio Strategy
Office: 212-257-4974
eneedell@cormacteam.com

Emily Needell is a member of the Portfolio Strategy team. Prior to joining Cornerstone Macro, Emily was a research associate at Wolfe Trahan & Co. on the Portfolio Strategy and Quantitative Research team. Emily previously worked as a quantitative research analyst at Beacon Trust company. Emily graduated with a Bachelors Of Science from Cornell University and is a CFA charterholder.

MagdelenaPortfolio Strategy
Office: 212-257-4973
mocampo@cormacteam.com

Magdalena joined Cornerstone Macro in June 2015. Previously, she worked as an analyst at JPMorgan Private Bank in Milwaukee, WI. Magdalena graduated in May 2014 from UW-Milwaukee, with a BA in Finance and a certificate in Investment Management. Her last three semesters in college were dedicated to a rigorous CFA-recognized investment management program, where a group of 12-17 students actively managed a real portfolio. She was part of the alternative/international fund, where the team invested in all assets except for U.S. Equities.

SherriPortfolio Strategy
Executive Assistant To François Trahan
Office: 212-257-4979
sgonzalez@cormacteam.com

Sherri Gonzalez is Executive Assistant to François Trahan at Cornerstone Macro. She also supported François Trahan at Wolfe Trahan & Co. and ISI Group. While at ISI, Sherri was also the Executive Assistant to Jeff deGraaf and Chris Senyek. Prior to working at ISI, Sherri held an Executive Assistant position at The Gerson Group and an Accounting and Administrative position at Edgewood Management. She graduated Salve Regina University with a BA in Political Science, English and Philosophy and later attended Boston College for an MA in International Relations.

Sales Team

Jason Glazer – COO

Elise Byrnes

Frank Chiodi

Anthony Costanzo

Rachel Deneault

Jay Glickson

Fernando Irausquin

Lee Jekos, CFA

Eric Lupton

Timothy Perley

Julia Perotti

John Pietanza

Peter Naso

Brian Raabe

Keith Reilly

Matt Scouten

Ambreen Shah, CFA

Thomas Thayer

JasonChief Operating Officer
Office: 212-257-4946
jglazer@cormacteam.com

Jason Glazer joined Cornerstone Macro in July 2014 as the Chief Operating Officer. Prior to joining Cornerstone, Jason spent 1 ½ years at Cowen & Company where he was a Managing Director and Regional Manager for New York Hedge Fund Sales following their acquisition of Dahlman Rose. Previously, Jason spent 6 years at Dahlman Rose as a Managing Partner where he was Co-Head of Equities & Head of Sales. Jason spent 8 ½ years as a Managing Director at Bear Stearns, first as a healthcare sales specialist and then as a hedge-fund sales specialist. Jason started his career at Eli Lilly & Company in Pharmaceutical Sales. Jason graduated from Bucknell University with a BA in Economics & Political Science and has an MBA in Finance & International Business from New York University’s Stern School of Business; which includes a semester in European Management Studies at Hautes Etudes Commerciales (HEC) Paris in Jouy-en-Josas, France.

EliseInstitutional Sales
Office: 212-257-4984
ebyrnes@cormacteam.com

Elise Byrnes is a member of the Institutional Sales team at Cornerstone Macro, covering New York as well as California. Prior to joining Cornerstone Macro, Elise spent three years in Institutional Sales as an Associate Managing Director at International Strategy and Investment Group (ISI.) Elise started her career as an intern at ISI on the Economics team working with Nancy Lazar. Elise graduated cum laude from Wake Forest University with a BA in Political Science and Minors in Economics & International Studies.

FrankInstitutional Sales
Office: 212-257-4982
fchiodi@cormacteam.com

Frank Chiodi is a member of the Institutional Sales team at Cornerstone Macro. Prior to joining Cornerstone Macro, Frank was a Senior Managing Director and Partner at International Strategy and Investment (ISI) where he worked from the firm’s founding in 1991 to 2013. Frank started his career at Jennison Associates where he was Manager of Portfolio Accounting/Client Services. Frank graduated from West Virginia University where he earned a B.S. of Accounting/M.B.A in Finance. He also holds an M.A. degree in America Studies from Columbia University.

AnthonyInstitutional Sales
Office: 212-257-4991
acostanzo@cormacteam.com

Anthony Costanzo is a member of the Institutional Sales team at Cornerstone Macro. Prior to joining Cornerstone Macro, Anthony started his career at Telsey Advisory Group where he specialized in delivering consumer equity research across 18 verticals to institutional clients from December 2010 to November 2013. Anthony graduated from the University of Connecticut with a BA in Psychology.

Institutional Sales
Office: (212) 257-4994
rdeneault@cormacteam.com

Rachel Deneault joined Cornerstone in 2016 as a sales assistant. During the summer of 2016 she interned for Morgan Stanley Investment Management as a Summer Analyst with the Global Equity Trading Team. Rachel graduated from Franklin Pierce University with her bachelor’s in Accounting and Finance after only three years. While at Franklin Pierce she was a member of the varsity field hockey team, a student ambassador, an accounting tutor, and an inductee of Sigma Beta Delta National Business Honor Society. Rachel also attended Wachusett Regional High School where she was a four year letter holder in field hockey as well as captain of the girl’s golf team.

JohnInstitutional Sales
Office: 212-257-4985
jglickson@cormacteam.com

Jay Glickson is a member of the Institutional Sales team at Cornerstone Macro. Prior to joining Cornerstone Macro, Jay was a Partner and Managing Director at International Strategy and Investment Group (ISI) from 2002-2013. Prior to ISI, Jay was at CIBC Oppenheimer in the Corporate Executive Service Group. He received an undergraduate degree from University of Maryland at College Park and obtained an MBA from The George Washington University.

FernandoSales
Office: 212-257-4987
firausquin@cormacteam.com

Fernando A. Irausquin is member of the Institutional Sales team at Cornerstone Macro. Prior to joining Cornerstone Macro, Fernando served as Head of International Institutional Services at Wolfe Trahan & Co from February 2012 to May 2013. Fernando was previously a Partner at International Strategy and Investment Group (ISI) from 2000-2012, where he was active in establishing, maintaining and growing the firm’s largest international client relationships. Prior to ISI, Fernando was at Paine Webber and BEA Associates in Asset Management and Emerging Markets Fixed Income Fund Management. Fernando started his career in 1990 as an analyst in the Emerging Markets M&A and Corporate Finance division at Bankers Trust. Fernando graduated cum laude from the Wharton School at the University of Pennsylvania with a BS in Economics and Finance and a BA in Asian Studies.

LeeInstitutional Sales
Office: 212-257-4981
ljekos@cormacteam.com

Lee Jekos is a member of the Institutional Sales team at Cornerstone Macro. Prior to joining Cornerstone Macro, Lee was a partner at International Strategy and Investment Group (ISI) from 2001-2013, covering US and Canadian accounts on the Institutional Sales desk. Prior to ISI, Lee worked for three years at Greenwich Associates, a market-research based consulting firm. He graduated from Dartmouth College in 1997 with degrees in economics and psychology, and is a CFA charterholder.

LeeInstitutional Sales
Office: 212-257-4986
elupton@cormacteam.com

Eric Lupton is a member of the Institutional Sales team at Cornerstone Macro. Prior to joining Cornerstone in May 2015, Eric was a salesperson at MSCI where he was responsible for coverage of plan sponsor relationships in the Southeast, Mid-Atlantic, and New York City. Eric began his career as an equity research analyst at Chilton Investment Company. He received his undergraduate degree in economics from Union College, and a Masters of Business Administration from The University of North Carolina, Chapel Hill.

Institutional Sales
Office: 646-517-1324
tperley@cormacteam.com

Timothy Perley joined the Institutional Sales team at Cornerstone Macro in July of 2017. Prior to Cornerstone Macro, he was a part of the Trading Solutions department at Bloomberg LP where he was responsible for providing premium custom service to all institutional clients of Bloomberg’s buy side trading platform. Timothy graduated from Bucknell University in 2015 with a BA in both, Economics and Political Science. While at Bucknell, Timothy was a captain for the Men’s Swim team where he was named the winner of the 2015 Dearstyne-Dorr Award as voted by the Men’s Team for showcasing outstanding leadership in and out of the athletic arena. Timothy also attended Iona Preparatory School, where he served as captain for both, the football team and swim team.

Institutional Sales
Office: 646-517-1323
jperotti@cormacteam.com

Julia Perotti joined the Institutional Sales Team at Cornerstone Macro in June 2017. Previously, Julia spent six years at Strategas Research Partners, where she was responsible for acquiring and growing institutional client relationships, primarily in Texas and New York City. Prior to that, Julia worked for New York Life’s mutual fund company, MainStay Investments, where she oversaw the distribution of mutual funds and separately managed accounts to financial advisors in various regions. Julia graduated from The Pennsylvania State University in 2007 with a BS in Marketing and a Minor in International Business, which included a semester abroad at Libera Università Internazionale degli Studi Sociali in Rome, Italy.

johnpInstitutional Sales
Office: 212-257-4993
jpietanza@cormacteam.com

John Pietanza is a member of the Institutional Sales team at Cornerstone Macro. Prior to joining Cornerstone Macro, John was a Managing Director at Miller Tabak + Co., LLC, in Institutional Equity & Derivative Research Sales & Trading from 2005-2014, and as a Macroeconomic and Bond Market Strategist from 2002-2004, in which he focused on various fixed income instruments and commodities. Prior to Miller Tabak, John worked at JP Morgan Securities from 1997-2002 as a trader on the US Treasury Desk, primarily focused on the short end of the treasury curve, and also short duration FNMA, FHLMC, FHLB bonds. John began his career at Smith Barney in 1996 as a sales liaison for TRAK, a $6 billion asset allocation service. John graduated from St John’s University with a degree in Finance and studied Yield Curve Analysis at the New York Institute of Finance.

Institutional Sales
Office: 212-257-4952
pnaso@cormacteam.com

Peter Naso joined Cornerstone Macro in April 2016 as a member of Institutional Sales team. Prior to joining Cornerstone, Peter spent six months as a Global Macro Analyst at Verition Fund. Previously, Peter spent 2 years at Wall Street Access and 4 years at Direct Access Partners as a Vice President of Technical Research Analyst covering Global Macro. Prior to becoming a Technical Research Analyst Peter was an Execution Trader at Quadrum Capital Management. Peter started his career at Direct Access Partners as an Institutional Equity Sales Trader in 2005. Peter graduated Baruch College with a Bachelor’s Degree in Finance and Investments. Peter lives in Brooklyn NY with his wife and is an avid soccer fan.

BrianInstitutional Sales
Office: 212-257-4990
braabe@cormacteam.com

Brian joined Cornerstone Macro shortly after the firms’ founding and manages relationships from Baltimore to Boston. Prior to joining Cornerstone he managed the launch of a number of US and European firms research and sales operations. Brian was Head of Sales at Empirical Research Partners covering accounts throughout the US and Europe. He joined Empirical from Sanford C. Bernstein where he held roles of increasing responsibility leading up to Head of the Large Markets desk managing the firms most substantial relationships. Brian spent a dozen combined years in the corporate world at the outset of his career with GE Capital and IBM in financial planning, marketing, M&A and risk management roles. He holds a BBA in Finance from Western Connecticut and an Executive MBA from Columbia.

KeithInstitutional Sales
Office: 212-257-4983
kreilly@cormacteam.com

Keith Reilly is a member of the Institutional Sales team at Cornerstone Macro. Prior to joining Cornerstone Macro, Keith was previously a Partner at International Strategy and Investment Group (ISI) from 1996-2013, where he was active in establishing, maintaining and growing some of the firm’s largest client relationships. Prior to ISI, Keith was at Dreyfus Corporation and JP Morgan. Keith started his career in 1988 as a Financial Consultant at and Johnston , Lemon and Company. Keith graduated from University of Maryland with a BS in Economics.

Matthew
Institutional Sales
Office: 212-257-4989
mscouten@cormacteam.com

Matt Scouten joined the Sales team at Cornerstone Macro in May of 2015. Prior to Cornerstone, he worked as a Sales Manager for Tom Cody Design where he was responsible for sales in North America. Matt graduated from Siena College in 2012 with a BA in Finance.

ambreensInstitutional Sales
Office: (212) 257-4954
ashah@cormacteam.com

Ambreen Shah joined the Institutional Sales team at Cornerstone Macro in October 2015. She has a strong background in macro research sales, having joined International Strategy and Investment (ISI) in 2007 on their sales desk. After ISI, Ambreen was a founding partner at Renaissance Macro from March 2011 to June 2014. Most recently, she was a managing director in sales at GMP Securities focused on the energy sector. Ambreen began her career at Wachovia Securities, first as an investment banking analyst and then moved into equity sales trading. She graduated from Colgate University with a BA in economics and is a CFA charterholder.

TomThayerInstitutional Sales
Office: 212-257-4992
tthayer@cormacteam.com

Tom Thayer joined the Cornerstone Macro team in November of 2014. Prior to Cornerstone Macro, Tom worked at Wolfe Research (fka Wolfe Trahan) for three and a half years. Prior to that, he worked in finance at Estee Lauder Companies. He is a graduate of Bucknell University and has a MBA from NYU’s Stern School of Business. Tom hails from Long Island, but currently resides in Brooklyn with his wife and two children.

Technical Analysis Team

Carter Worth

Jillian Nguyen

CarterTechnical Analysis
Office: 212-257-4955
cworth@cormacteam.com

Carter Worth, who most recently served as chief market technician and a managing director at Sterne Agee, was voted #1 technical analyst on Institutional Investor’s All-America Research team in 2016, and was previously voted either number two or number three in each of the past six years. Prior to joining Sterne Agee, Carter Worth worked at Oppenheimer & Co and Donaldson, Lufkin & Jenrette. He holds a bachelor’s degree in international relations from Boston University.

jillnTechnical Analysis
Office: 212-257-4957
jnguyen@cormacteam.com

Jillian Nguyen joined Cornerstone Macro’s Technical Analysis Team in September 2015. Prior to joining Cornerstone, she worked as a Trading and Operations Intern at Alpine Partners US VI while completing her doctoral studies. Jillian received a PhD in Neuroscience from Rutgers University, where her dissertation focused on developing algorithms to analyze complex human behaviors. While at Rutgers, she was awarded the National Science Foundation Graduate Research Fellowship and the National Institutes of Health Ruth L. Kirschstein National Research Service Award. In 2008, Jillian graduated cum laude from the New Jersey Institute of Technology with a BS in Biomedical Engineering.

Equity Trading Team

Brian F. Knapp

Brian Byrne

Stephen Chmil

BrianKnappHead Of Equity Trading
Office: 646-517-1310
bknapp@cormacteam.com

Brian F. Knapp joined Cornerstone Macro as the firm’s Head of Equity Trading in April 2014. He graduated from the United States Military Academy in 1994 with a Bachelor of Science in Civil Engineering and a Minor in Mathematics. During Brian’s five years of service in the United States Field Artillery, U.S. Army, he earned his MBA from the University of Phoenix in 1998. After completing his military service in 1999, he joined Solomon Smith Barney’s Associate Training Program, which gave him broad exposure across all areas of Equities and Fixed Income. Brian was selected to join the firm’s Equity Listed Trading desk and in 2004 was promoted to Senior Equity Trader to co-manage the Energy pad. In 2006, he joined JP Morgan responsible for trading and capital commitment of domestic Energy and Utility related equities (including MLP’s, midstream, coal, and tankers). Brian left JPM in 2009 to join Susquehanna International Group’s (SIG) Equity Trading desk focusing on Energy and Industrial Super Cyclical U.S. Sectors. He was promoted to Head Trader in the summer of 2012 to manage seven senior traders, and responsible for overseeing all daily operations of the SIG trading desk.

BrianBynreEquity Trading
Office: 646-517-1311
bbyrne@cormacteam.com

Brian Byrne graduated from Trinity College in 1998, with a double Bachelor of Arts in Economics and Computer Science. He began his career as an Equity Trader with Boston-based hedge fund Navigator Asset Management. Brian traded individual equities, derivatives, futures, and fixed income products. In 2002, he joined Miller Tabak & Co., LLC’s Boston office as a hybrid Institutional Sales Trader and Trader. There, he covered hedge funds and mutual funds, while trading equities and listed options. From 2006 to 2008, Brian was tasked to improve business on the Program/Algorithmic & Electronic Trading desks, in the New York office. In 2008, Brian was promoted to Managing Director and Head of Equity Trading, managing 8 traders and support personnel, with responsibilities ranging from execution to operations.

SteveChmilEquity Trading
Office: 646-517-1313
schmil@cormacteam.com

Stephen Chmil joined Cornerstone Macro in June 2014 as a Sales Assistant and in the spring 2015 migrated over the equity trading desk. During the summer of 2013, Stephen worked as a Capital Markets Summer Analyst at Shellpoint Partners assisting with the company’s first RMBS deal brought to market. Stephen graduated from Brown University in 2014 with a BA in Economics. While at Brown, Stephen was a member of the lacrosse team where he earned the Vincent Marinelli Award in 2010, given to the most valuable freshman. Stephen also attended Chaminade High School, earning honor roll status all four years while also playing lacrosse and serving as a captain on the football team.

Options Trading & Strategy

Jarret Christie

Tom Keen

Danny Kirsch

George Lam

JarretCo-Head of Options:
Office: 646-517-1314
jchristie@cormacteam.com

Jarret Christie joined Cornerstone Macro in July 2015 to build out the firm’s options strategy and trading effort. He works with Cornerstone’s industry-leading research to deliver actionable trade ideas to institutional clients and execute listed equity, index and ETF option orders on their behalf. Most recently Jarret was a senior sales trader and derivatives strategist at Macro Risk Advisors, where he advised institutional investors on the use of options and executed listed option, equity and ETF trades. Prior to MRA, Jarret worked at Citadel and Bank of America, covering hedge fund clients across a variety of products. He graduated summa cum laude from the University of Kentucky where he was a scholarship member of the men’s soccer team and recipient of the Wildcat Scholar-Athlete of the Year award. Jarret is a CFA charterholder.

Options Analyst
Office: 646-517-1318
tkeen@cormacteam.com

Tom Keen is a member of the Options Strategy & Trading team. Prior to joining Cornerstone Macro, he was at Bloomberg LP focusing on the Cross-Asset Derivatives platform, handling product development, support, and sales. At Bloomberg, Tom developed strategy-based content that has been featured in both Bloomberg Markets and on the Bloomberg Professional Service. Tom holds a degree in Economics and Finance from the University of Delaware, and a Masters of Business Administration from New York University’s Stern School of Business.

DannyCo-Head of Options:
Office: 646-517-1315
dkirsch@cormacteam.com

Danny Kirsch joined Cornerstone Macro in August 2015 to build out the firm’s options strategy and trading effort. He works with Cornerstone’s industry-leading research to deliver actionable trade ideas to institutional clients and execute listed equity, index and ETF option orders on their behalf. Most recently Danny was a senior sales trader at Macro Risk Advisors, where he led the firm’s derivatives strategy effort and executed listed option, equity and ETF trades. Prior to MRA, Danny worked at Bank of America where he helped launch the firm’s equity derivatives desk in London, servicing European hedge funds. He graduated from the University of Michigan undergraduate business school. Danny is a CFA charterholder.

GeorgeOptions Strategy:
Office: 646-517-1316
glam@cormacteam.com

George spearheads the options strategy effort at Cornerstone Macro, providing key insight into volatility markets, identifying actionable trade ideas, and advising clients on structuring and managing trades. Most recently George was an options strategist at Point72 Asset Management. Prior to Point72, George was Head of Risk Strategy at Macro Risk Advisors and worked on the convertible bond desk at Marathon Asset Management. He graduated from MIT with bachelors’ degrees in Physics and Economics.