Cornerstone Financial Management LLC

George Newfield is a CFP® and CFA® with five years of industry experience. He has worked at Cornerstone Financial Management LLC since 2021 and previously spent seven years at Bank of America. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory, emphasizing asset allocation with passive index funds and optional ESG considerations, and it offers services such as discretionary portfolio management, oversight of held-away accounts, and the use of outside sub-advisors.

Kevin Arruda is a CFP® and CFA® with eight years of industry experience. He is a financial advisor at Cornerstone Financial Management LLC in Burlington, MA, where he has worked since 2021. Prior to joining Cornerstone, he spent seven years at Bank of America. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning primarily for individuals, including high-net-worth clients, as well as for pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory and emphasizes asset allocation with passive index funds, incorporating ESG considerations upon client request.

Theodore Yoos is a CFP® professional with 25 years of industry experience. He has been with Cornerstone Financial Management LLC since 2006. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning primarily for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory, emphasizing asset allocation with passive index funds and optional values-based (ESG) considerations.

Tamara Notarianni is a financial advisor at Cornerstone Financial Management LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Spinnaker Asset Management Inc., Northwestern Mutual, and various positions outside the financial sector. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning primarily for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory, emphasizing asset allocation with passive index funds and optional ESG considerations, and incorporates outside managers and technology-driven portfolio oversight.