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John David Gardner, CFA Level III Candidate

John David Gardner, CFA Candidate
  • As Cornerstone Investment Management's Research Analyst, John David has passed all three exams of the CFA Program and is working to complete his work experience requirement to fully earn the CFA Charter. John David runs weekly economic research projects, completes individual equity analysis, analyzes mutual funds for discretionary accounts, produces Cornerstone's performance reports, and maintains administrative portfolio management for clients. John David received his Bachelor's of Sciences in Business and Financial Services and his Master's in Business Administration from Wright State University in Dayton, Ohio, where he also played varsity basketball.
  • John David lives in Fairhope with his wife, Mallory, and their daughter JJ. Having grown up in Homewood, AL, John David has wanted to live in Fairhope since he visited in high-school.
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Independent fee-based investment management advisor, retirement planning.

 

Cornerstone Investment Management and Consulting, LLC, 809-C Daphne Avenue, Suite 102, Daphne, Alabama 36526. Fee-based investment management, hourly financial advice and planning. Cornerstone is a Registered Investment Advisor (RIA) registered with the Alabama Securities Commission and is headquartered in the Eastern Shore of Mobile Bay in Daphne, Alabama.

For more information about our firm, or to receive a copy of our disclosure form ADV, please email us at info(at)csimac.com, or call 251.626.6292. Thank you for visiting our site.