Catherine G. Veres, CPA/PFS, CFP®
Founding Principal and President

Cathi founded Cornerstone Family Office in 2001 after attaining the level of Partner/Senior Vice President in another boutique multi-family office.  A graduate of Duquesne University with a BSBA in accounting, Cathi has spent her entire career taking care of the financial needs of wealthy clients and their families.  She holds a Certified Public Accountant license, a Certified Financial Planner designation and the Personal Financial Specialist designation.  She has extensive experience in all areas of family office services and is responsible for overall management of the firm.  Cathi is a member of the American Institute of CPAs, the Ohio Society of CPAs, the Financial Planning Association and the Estate Planning Council of Cleveland.  She is a member of University Hospital’s Diamond Advisory Group, The Cleveland Orchestra Advisor Club and Case Western Reserve Estate Planning Advisory Council.  She is a former member of the Cleveland Museum of Art Planned Giving Council, serving as chair from 2008-2010.  In addition, she serves on the board of Daily Dose of Reading.  Cathi was honored as the 2013 recipient of University Hospital's Diamond Advisory Group's Distinguished Advisor Award.
Contact Cathi

Cornerstone Family Office, LLC
5885 Landerbrook Drive, Suite 300 • Mayfield Heights, OH 44124 • Phone 440.460.0460 • Fax 440.460.0420