Team

 
Chad M. Halbur is President and a shareholder of Cornerstone Private Asset Trust Company, LLC. He is responsible for establishing procedures and the development of day to day operations. Chad is our Senior Investment Manager and...

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Anthony Botticella

EVP and Managing Director of Trust

(605) 339-0521

(866) 611-3205

Anthony has over thirteen years of financial services experience, and is responsible for assisting clients with a variety of personal trust needs including trust and estate management, investment management, individual retirement...

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Kristine Iten

Client Service Specialist

(952) 844-2579

(866) 611-3205

Kristine Iten is a Client Service Specialist for Cornerstone Private Asset Trust Company, LLC. She holds an Accredited Asset Management Specialist designation. Her primary emphasis is working with Retirement Plans in all areas...

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Theresa Schwarzhoff is Operations for Cornerstone Private Asset Trust Company, LLC. Her primary focus is daily reconciling and account maintenance. Theresa is originally from Cannon Falls MN and currently resides in Sioux Falls SD with...

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Jessica Carmona

Associate Trust Officer

(605) 275-5594

(866) 611-3205

Jessica Carmona is the Associate Trust Officer for Cornerstone Private Asset Trust Company LLC. She works closely with Anthony Botticella to maintain client services and account management. Jessica is originally from Sioux City, IA...

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