Portfolio Strategy
Executive Assistant To François Trahan
Office: 212-257-4979
sgonzalez@cormacteam.com
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Sherri Gonzalez
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Katherine Krantz
Portfolio Design & Stock Selection
Office: 212-257-4975
kkrantz@cormacteam.com
Katherine Krantz is a member of the Portfolio Design and Stock Selection team. Prior to joining Cornerstone Macro, Katherine was a Partner and Chief Portfolio Strategist with Miracle Mile Advisors, a registered investment advisory firm she co-founded in 2007. Katherine was previously a Vice President with the Investment Products team at AIG SunAmerica, and a VP on the Asset Allocation team within the Private Wealth Management Division of Morgan Stanley, & Co. She has also worked with the fund of funds group at AXA Investment Managers. Earlier in her career she was a research analyst for Ned Davis Research and the Bank Credit Analyst Research Group. Katherine received her Bachelor’s degree in Economics and Mathematical Methods in the Social Sciences from Northwestern University in 1994, and her Master’s in Economics and Econometrics from McGill University in 1996, where she was also a Lecturer in Economics, Statistics and Econometrics.
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Emily Needell, CFA
Portfolio Strategy
Office: 212-257-4974
eneedell@cormacteam.com
Emily Needell is a member of the Portfolio Strategy team. Prior to joining Cornerstone Macro, Emily was a research associate at Wolfe Trahan & Co. on the Portfolio Strategy and Quantitative Research team. Emily previously worked as a quantitative research analyst at Beacon Trust company. Emily graduated with a Bachelors Of Science from Cornell University and is a CFA charterholder.
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Joseph Ramirez, CFA
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Stephen Gregory
Portfolio Design & Stock Selection
Office: 212-257-4972
sgregory@cormacteam.com
Stephen is a member of the Portfolio Design and Stock Selection team. Previously, Stephen was a Director at Wolfe Trahan & Co. on the Portfolio Strategy and Quantitative Research team. Earlier, Stephen spent two years building the quantitative effort at International Strategy and Investment Group (ISI). In 2010, 2011 and 2012, the team’s work has been ranked in the Top 3 in Institutional Investor magazine’s All-American Research Team for Quantitative Analysis.
Previously, Stephen worked in a quantitative capacity at Dreman Value Management and Bear Stearns & Co. He holds an MBA in Financial Engineering from the Stevens Institute of Technology and also earned an undergraduate degree in Economics from Pennsylvania State University.
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Michael Kantrowitz, CFA
Portfolio Strategy
Office: 212-257-4971
mkantrowitz@cormacteam.com
Michael is a member of the Portfolio Strategy team. Michael’s expertise includes business-cycle forecasting the implications for financial markets including global asset allocation, sector positioning, and stock selection.
Earlier, Michael was a Director of Portfolio Strategy at Wolfe Trahan & Co. and a Managing Director at International Strategy and Investment Group (ISI). During his time at Wolfe Trahan and ISI, Michael worked closely with François Trahan in building the Portfolio Strategy and Quantitative Research products. Institutional Investor magazine has ranked the team’s Portfolio Strategy work as #1 for six of the past eight years. Michael began his career in equity research at Merrill Lynch & Co. in the Investment Strategy department as a member of the II-ranked Small-Cap Strategy team. He holds a Bachelor of Science degree in Financial Economics from Binghamton University and is a CFA Charterholder.
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François Trahan
Portfolio Strategy
Partner
Office: 212-257-4970
ftrahan@cormacteam.com
François Trahan spearheads Cornerstone Macro’s portfolio strategy efforts. An economist by training, he is widely praised for his differentiated insights into the dynamics of the markets and his unique understanding of the business cycle. Prior to founding Cornerstone, François was the Vice Chairman and Chief Investment Strategist of Wolfe Trahan & Co. Previously, he was Executive Managing Director and Chief Investment Strategist at ISI Group, as well as head of ISI’s Quantitative Research Team. François was formerly with Bear Stearns & Co. where he served as Chief Investment Strategist for four years. Earlier, he worked for Ned Davis Research and the Bank Credit Analyst Research Group. In 2012, François was voted to Institutional Investor magazine’s All-American Research Team as the #1 Portfolio Strategist, and has been selected as #1 for six of the past eight years. Since 2010, he has been ranked among the top three analysts for Quantitative Analysis as well. François received his undergraduate and graduate degrees in economics and econometrics from the University of Montreal.
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Emily Needell, CFA
Portfolio Strategy
Office: 212-257-4974
eneedell@cormacteam.com
Emily Needell is a member of the Portfolio Strategy team. Prior to joining Cornerstone Macro, Emily was a research associate at Wolfe Trahan & Co. on the Portfolio Strategy and Quantitative Research team. Emily previously worked as a quantitative research analyst at Beacon Trust company. Emily graduated with a Bachelors Of Science from Cornell University and is a CFA charterholder.
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Michael Kantrowitz, CFA
Portfolio Strategy
Office: 212-257-4971
mkantrowitz@cormacteam.com
Michael spearheads the Portfolio Strategy research efforts at Cornerstone Macro. Michael’s expertise includes identifying changing trends that influence business cycles while providing forward-looking investment recommendations on global asset allocation, sector positioning, stock selection and portfolio construction. Institutional Investor magazine has ranked the team’s Portfolio Strategy work as #1 for eight of the past 10 years.
Earlier, Michael was the Director of Portfolio Strategy at Wolfe Trahan & Co. and a Managing Director at International Strategy and Investment Group (ISI). During his time at Wolfe Trahan and ISI, Michael worked closely with Trahan in building the Portfolio Strategy and Quantitative Research products.
Michael began his career in equity research at Merrill Lynch & Co. in the Investment Strategy department. He holds a Bachelor of Science degree in Financial Economics from Binghamton University and is a CFA Charterholder.
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François Trahan
Portfolio Strategy
Partner
Office: 212-257-4970
ftrahan@cormacteam.com
An economist by training, François is widely praised for his differentiated insights into the dynamics of the markets and his unique understanding of the business cycle. Prior to founding Cornerstone, François was the Vice Chairman and Chief Investment Strategist of Wolfe Trahan & Co. Previously, he was Executive Managing Director and Chief Investment Strategist at ISI Group, as well as head of ISI’s Quantitative Research Team. François was formerly with Bear Stearns & Co. where he served as Chief Investment Strategist for four years. Earlier, he worked for Ned Davis Research and the Bank Credit Analyst Research Group.
In 2014, François was voted to Institutional Investor magazine’s All-American Research Team as the #1 Portfolio Strategist, and has been selected as #1 for eight of the past ten years. Since 2010, he has also been ranked among the top analysts for Quantitative Analysis as well. François received his undergraduate and graduate degrees in economics and econometrics from the University of Montreal.
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