Matt Kahovec
February 4, 2019
David Beutel
February 4, 2019
 

Dawn Cornwall

Director of Client Services

As Director of Client Services, Dawn directs retirement account rollovers, initiates cash disbursements, coordinates tax reporting, manages required minimum distributions, and handles all other client service operations. Dawn began her career working in the Commodities Division at Merrill Lynch. She later joined Bear Stearns where she worked with high net worth clients in the firm's Private Client Services division for nineteen years.

Contact Us