Investment Advisors

Cornerstone's independent Investment Advisor Representatives (IAR)

George Anastasakis
President

George has been a financial services representative since becoming insurance licensed in 1984 and securities licensed in 1985. As an independent financial advisor, he offered traditional asset allocation programs to clients prior to feeling the need to offer new tactical allocation strategies. George helped to found the registered investment advisor, Cornerstone Asset Management Services, Inc. in 2005 and has served as the firm’s president since 2008. George and his wife, Jayne, live in Seven Hills, Ohio. He enjoys hiking, golfing and fishing and spending time with his grandchildren.

Pamela Kruger
Investment Advisor Representative

Kruger Consulting has been working with individuals and businesses with their retirement planning needs in the Berea, Ohio area for over 20 years. We have been providing consulting for those approaching their retirement years and who are concerned whether they will have sufficient income in their golden years. We are also proud to provide solid financial strategies for those who are working toward retirement. Pam Kruger, owner of Kruger Consulting, is a veteran of the insurance business since 1989 and investment business since 1995. Pam is a Registered Representative in the States of Ohio and Florida for J.W. Cole Financial, Inc. member FINRA/SIPC located in Tampa, FL. She currently holds a Series 6 and 63 Securities Registration along with Life, Health, Variable Annuity and Property/Casualty state licenses. Pam is also an Investment Advisor Representative with Cornerstone Asset Management Company located in Broadview Heights to provide fee-based money management services to her clients. Pam has been a notary public since 2000.

Mark Suhay
Portfolio Manager
Research Specialist

Mark graduated from Miami University in 1980 and went on to work on his MBA with a finance major at BGSU. Mark has 25+ years in the brokerage industry in Cleveland. He holds the Series 7 and 24 Securities Registration. Mark concentrates his research on generating current income through investment in regional dividend-paying stocks. Mark and his wife, Marj, live in Seven Hills, Ohio and have two kids. Mark enjoys Cleveland sports, biking, and golfing.

Nicholas Anastasakis
Vice President
Portfolio Manager
Chief Compliance Officer

Nicholas graduated cum laude with a bachelor’s degree in Business Administration from Kent State University in 2002. He began a career in financial services with wirehouse brokerage, Morgan Stanley. After leaving Morgan Stanley, Nicholas became an independent financial advisor and managed personal client accounts until 2005 when he was a founder of the registered investment advisor firm, Cornerstone Asset Management Services, Inc. As portfolio manager for the firm's tactical model portfolios, Nicholas has been managing client accounts using the Cornerstone investment process since 2006. He holds the series 7, 24, 31, & 66 Securities Registrations. Nicholas and his wife, Leah, live in Broadview Heights, Ohio with their children, Stella, Evie, and Thomas. He enjoys golfing and fishing and spending time with family and friends.

Christine T. Bules
Investment Advisor Representative

Christine T. Bules has over 28 years experience in the financial services industry and is respected for her work in retirement planning for individuals and businesses. Chris feels that retirement planning and updating is appropriate for all, from those just starting their work career through those already retired. A plan should address the mix of life and financial goals, allow for risk and investment management and should measure progress. Chris has conducted seminars on various financial topics throughout northeast Ohio at employee group meetings and adult education programs.

 

Christine T. Bules currently holds the Series 6 and 63 Securities Registration, is Life, Accident and Health and Variable Annuity licensed in the State of Ohio. She has earned the designations ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter) and CASL (Chartered Advisor for Senior Living) from the American College in Bryn Mawr, Pennsylvania. She holds a Masters in Business Administration (MBA) from Cleveland State University. She is an Investment Advisor Representative with Cornerstone Asset Management Services, Inc., a Registered Investment Advisor in Ohio.

Bill Dragolas
Investment Advisor Representative

Bill has been in the financial industry over 20 years, having served as a financial advisor, manager, franchise owner, hedge fund and private equity fund owner/operator, and private bank vice president. His focus is retirement and investment planning, working with high net worth individuals and business owners to help them manage their finances and achieve their goals.

Jay McClellan
Portfolio Manager
Investment Advisor Representative

 Jay graduated from Columbia College Chicago in 1977 and The College for Financial Planning in 1988. Jay has been in the financial industry over 30 years and is a Certified Financial Planner and Certified Estate Planner. Jay is the President of Asset Management Systems, Inc., where he provides comprehensive financial planning, insurance and investment services. He also provides business planning along with income tax preparation, as well as estate planning services. Jay serves as Portfolio Manager on the CAMS/AMS Core 12 Portfolio. Jay serves as a trustee for OPAG, the Ohio Pyrotechnics Arts Group as well as sits on the scholarship committee for the Miami County Foundation. Jay resides in Tipp City, Ohio and is an avid slalom water skier and fireworks enthusiast.

© Cornerstone Asset Management Services, Inc.

7976 Broadview Rd. Suite 109  Broadview Hts, OH  44147

P: (440) 746-0707 F: (440) 746-1604 TF: (877) 514-9477

Cornerstone Asset Management Services, Inc. is a Registered Investment Advisor under State Supervision.

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