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The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn`t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry`s most respected strategy and technology consultants, Cornerstone`s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone`s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market.
Michael Rose joins Affinity Federal Credit Union from Vertex Merchant Solutions, where had served as chief information officer. Prior to that he was CIO at EVO Payments International.
Herlihy Insurance Group is one of the leading providers in Financial Services. It is based in Houston, TX. To find more information about Herlihy Insurance Group, please visit www.herlihygroup.com
Cliffside Capital is an independent, private equity investment firm focused on acquiring and growing strong middle market companies. Cliffside`s mission is to provide expertise, attention, and capital to contribute to the success of its management partners
GreatBanc Trust Company is a Lisle, IL-based company in the Financial Services sector.