Recent News

June 21, 2016

Job Opportunity: Research Associate

Cornerstone Capital’s Research team provides the intellectual capital for all of the firm’s business lines. Our Research Analysts integrate analysis on ESG issues into mainstream capital markets sector and thematic research. They also conduct analysis on behalf of the firm’s corporate advisory clients, and participate in due diligence reviews of investment managers being considered for inclusion in Cornerstone’s investment advisory platform. The Research Associate provides critical support to Cornerstone’s Research Analysts. The Research Associate will find and analyze project-related data, conduct literature reviews, and contribute to reports for publication as well as to projects for clients.

June 2, 2016

Cornerstone Hires Carolyn Trabuco for Research Team

Cornerstone Capital Inc., a leading financial services firm offering investment advising, corporate consulting, and investment banking services, has named Carolyn Trabuco as a Managing Director and Global Thematic Research Analyst. Trabuco has spent over 25 years in global investing, where she has identified dynamic secular changes, made investment recommendations, developed business and industry models, valued… Read more »

April 8, 2016

A Welcome Change: “Fiduciaries” For All Retirement Accounts

On April 6th, the US Department of Labor (DOL) issued new regulations requiring financial advisors and brokers handling individual retirement (IRA) and 401(k) accounts to act as “fiduciaries,” or in the financial best interest of their clients. Cornerstone Capital heartily welcomes this change.

March 18, 2016

Cornerstone Opens Washington DC Office, Adds Strategic Policy Expert

Cornerstone Capital Group, a leading financial services firm, has named Dr. Robert D. Lamb as Director of Strategic Policy Research, and will open a new office in Washington, DC, effective March 21st. “Given the critical nature of civic entrepreneurship in the capital markets, Cornerstone is pleased to expand our footprint to include Washington DC,” said Erika Karp, CEO… Read more »

March 4, 2016

Cornerstone Capital Group Hires Industry Veteran Jennifer Leonard for Research Team

Cornerstone Capital Inc., a leading financial services firm today named Jennifer Leonard as a Director of Manager Due Diligence, supporting the Cornerstone Capital Investment Advisory business. Leonard comes to the firm from The CAPROCK Group, where she was Vice President of Impact Investing and co-led the firm’s impact practice. She will be based in New… Read more »

February 22, 2016

Cornerstone Capital Names Morgan to Managing Director Role

NEW YORK – Cornerstone Capital Inc. has named Janet M. Morgan (Jan) as Managing Director, responsible for strategic business development for the firm, effective immediately. Noted for her work as an environmentalist, leader and advocate for women and girls, Morgan has been dedicated to solving pressing global problems through nonprofit action, dialogue and socially responsible… Read more »

February 11, 2016

Cornerstone Capital Names Dusenbury as Corporate Business Development Lead

NEW YORK — Cornerstone Capital Inc. is pleased to announce the appointment of David Dusenbury, CFA, as Managing Director, responsible for strategic corporate business development. Dusenbury will join the firm’s Executive Committee and serve on the Investment Policy Committee for Cornerstone Capital Investment Management, its investment advisory business. “We are thrilled to have another Wall Street veteran… Read more »

January 4, 2016

Wilson and Karp on “Shareholder Alignment” in American Banker

In the late 1990s, some shareholders became concerned that new practices in subprime mortgage lending could harm low-income borrowers. Companies like Wells Fargo received shareholder resolutions asking them to adopt anti-predatory-lending policies. Wells engaged in discussions with the shareholders and ultimately implemented practices that helped keep its mortgage origination business relatively free of “toxic mortgages.”… Read more »

December 23, 2015

Cornerstone Capital Group 2015 Holiday Party Gallery

Cornerstone Capital Group gathered with clients, colleagues and friends at our Holiday Party recently in New York City for a special evening themed, “Survival of the Fittest: The Evolution of Sustainable Finance and Investing.”  Guests learned about efforts to maintain balance in Arctic habitats, create sustainable zones for endangered species and ways to protect some of our… Read more »

December 4, 2015

Thoughts on Paris and Shareholder Alignment

As world leaders, investors and members of civil society meet in Paris to forge a new global accord on climate change, we are seeing a greater appreciation for the value of  systematically analyzing Environmental, Social and Governance (ESG) factors not only at the policy level, but also as part of shareholders’ holistic assessment of corporate strategies. Beyond… Read more »