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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Leonetta Rence

Vice President and Senior Trust Officer

952-844-2556

Leonetta Rence is the Vice President and Senior Trust Officer with Cornerstone Private Asset Trust Company, LLC. She is responsible for managing our Trust client relationships and new business development. She holds a CTFA with the...

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Simon Duquemin is a Trust Officer with Cornerstone Private Asset Trust Company, LLC located in Sioux Falls, South Dakota. He is responsible for the day to day administration of our South Dakota based Trust accounts and building...

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Joshua is a Retirement Plan Specialist, he has over 15 years of experience in all aspects of retirement plans. He has worked as a record keeper, a TPA and most recently, as an advisor for retirement plans. Joshua has a strong...

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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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