Alexander Holt
Founder + Managing Partner
CFP®, CFA · Cornell BA, Wharton MBA · 26 years experience
Founded Cornerstone in 2002. Lead advisor for senior-most client families. Member: NAPFA, FPA, CFA Institute.
The team
Six advisors. Twenty-two staff total.
Every client family has a primary advisor, but our model is team-based — you have access to the firm’s collective expertise on every plan decision.
Eleanor Kim
Partner · Tax + Estate Planning
CFP®, CPA · Boston College, Northwestern Tax LLM · 18 years
Joined the firm in 2010. Brings tax-attorney-level depth to wealth planning. Co-author of two papers on tax-aware investing.
James Reyes
Senior Advisor · Business Owners
CFP®, CFA · MIT Sloan MBA · 16 years
Joined 2014. Lead on business-owner clients — sale planning, ESOPs, succession. Former private-equity associate.
Sarah Whitfield
Senior Advisor · Retirement Planning
CFP®, RICP · Boston University · 12 years
Joined 2016. Specializes in pre-retirees and retirees. Behavioral-finance focus.
Marcus Park
Advisor · Generational Planning
CFP®, AEP · Wharton BA · 9 years
Joined 2019. Multi-generational planning lead. Coordination with estate attorneys + family offices.
Priya Bhat
Director of Investments
CFA · MIT BS Finance · 13 years
Joined 2020. Leads investment committee. Manager research, portfolio construction, market analysis.