Our Staff
Catherine G. Veres, CPA/PFS, CFP®
Founding Principal and President
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, the Personal Financial Specialist designation and is a CERTIFIED FINANCIAL PLANNER™ professional. 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.
Carrie A. Rosko, CPA/PFS, MTax
Principal and Senior Vice President
Carrie A. Rosko, CPA/PFS, MTax
Principal and Senior Vice President
Upon graduation from Youngstown State University with a BSBA in accounting, Carrie began her career at a large, regional accounting firm attaining the level of manager. She further expanded her work experience at a boutique multi-family office, rising to the level of Vice President. Carrie joined Cornerstone Family Office in 2001, as a Principal and Vice President. Carrie holds a Certified Public Accountant license and Personal Financial Specialist designation. She also holds a Master of Taxation from the University of Akron and 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. Carrie is a member of University Hospital’s Diamond Advisory Group, Summa Health Leadership Council and The Cleveland Orchestra Advisor Club. In addition, she serves on the board of Center for Arts-Inspired-Learning.
Michelle M. Bizily, CPA/PFS, CFP,® AEP®
Principal
Michelle M. Bizily, CPA/PFS, CFP®, AEP®
Principal
After graduation from Cleveland State University, Michelle began her career at a large, national accounting firm and further expanded her work experience at a boutique multi-family office and a large regional accounting firm. Michelle joined Cornerstone Family Office in 2007, and is extensively involved in all aspects of client services. In addition to her Certified Public Accountant license, Michelle is a CERTIFIED FINANCIAL PLANNER™ professional and holds both the Personal Financial Specialist and Accredited Estate Planner designations. She is a member of the American Institute of CPA’s, the Ohio Society of CPA’s, Financial Planning Association and the Estate Planning Council Council of Cleveland.
Jennifer L. Nally, FPQP™
Associate
Jennifer L. Nally, FPQP™
Associate
Jenny graduated from Lakeland Community College with an Associate’s Degree in Applied Business. She was in customer service at a medical supply company prior to joining Cornerstone Family Office in 2005 as our receptionist rising to the level of associate. She earned her Financial Paraplanner Qualified Professional™designation from the College for Financial Planning. Jenny is very involved in client services and spends much of her time in client bill paying.
Traci Kruchan
Office Manager
Traci Kruchan
Office Manager
Traci graduated from Bowling Green State University with a BS in Business Administration. She joined Cornerstone Family Office in 2012 as our administrative assistant and is also involved in client services, including bill paying.