Malcolm Lee Cowen

Current Employers

Employment History

• 11/1997 → Present
  Cornerstone Institutional Investors, Llc
  Bethlehem, PA
• 11/1997 → Present
  Cornerstone Advisors Asset Management Llc
  Bethlehem, PA
• 04/2010 → Present
  Cornerstone Benefits, Inc.
  Bethlehem, PA
• 01/2011 → Present
  M Holdings Securities Inc
  Bethlehem, PA

Previous Registrations

• 2004-07-08 → 2017-12-31
  Cornerstone Institutional Investors, Inc.
  Bethlehem, PA
  Bethlehem, PA
  Bethlehem, PA
  Bethlehem, PA
• 1996-11-26 → 2010-04-28
  Cornerstone Financial Consultants Ltd
  Allentown, PA
• 1999-01-04 → 2006-03-02
  Ycs Asset Management, Inc.
  Bethlehem, PA

Other Businesses

(1) M Holdings Securities, Inc.; Portland, OR; Broker Dealer; Investment-Related; Registered Representative; duties include Consulting; started 1/2011; 5% of time; 5% of time during trading hours (2) Cornerstone Institutional Investors, LLC; Bethlehem, PA; Insurance Agency; Investment-Related; President/Manager; started 11/1997; 5% of time; 5% of time during trading hours (3) Cornerstone Advisors Asset Management, LLC; Bethlehem, PA; Investment Advisor; Investment-Related; President/Manager; started 11/1997; 90% of time; 90% of time during trading hours (4) Cornerstone Benefits, Inc.; 74 W. Broad St Suit 340 Bethlehem PA 18018; Insurance; Investment Related; President; Strategic planning and investment consulting; 01/01/2000; 160 hours per month; 160 hours per month during trading hours. (5) M Financial Investment Advisory Board; Portland, OR; Investment-Related; Board Member; Started 11/2013; 2 hours per month; 0 hours during trading hours; Governance of Investment Board (6) Gettysburg College; Gettysburg, PA; Non-Profit College; Investment-Related; Trustee and Finance Committee member; Started 11/2013; 2 hours per month; 0 hours during trading hours; duties include governance of endowment funds

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-11-13

Designations

Other Names

• Malcolm L Cowen
• Malcolm Lee Cowen