Liyin Bao CFA
LPL Operations Manager
How He Can Help You
Liyin (Lanny) leads Cornerstone Wealth Portfolios, a managed fee-based investment program that offers our advisors almost 70 portfolios that can help clients pursue financial goals. Lanny and his team focus on principled portfolio construction, ongoing monitoring, regular rebalancing and dedicated support to give advisors more time to manage client relationships.
What Makes Him Knowledgeable
Since joining the firm in 2012, Lanny has managed a broad range of equity and fixed income portfolios. In 2019, he took over leadership of CWP and is responsible for the formulation of the global balanced strategies, as well as the development and implementation of the asset management services.
During his tenure at Cornerstone, Lanny instituted Cornerstone’s proprietary portfolio management system, including quantitative screening, security analyses, allocation optimizer, and risk monitors.
In the process of meeting the Global Investment Performance Standard for performance audit, he plays a lead role in performing account-level analysis and has been dedicated to improving individual clients’ experiences in the program.
Getting to Know Him
Lanny has a Bachelor of Science in economics and mathematics from the University of Michigan and earned his Master of Science in finance from Olin Business School at Washington University in St. Louis. He and his wife, Yi Lin, live in St. Louis.
Khurram Naveed CFA
LPL Operations Manager
How He Can Help You
Khurram is a portfolio manager for Cornerstone Wealth Portfolios (CWP), a managed fee-based investment program that offers our advisors almost 70 portfolios that can help clients pursue financial goals. He focuses on ensuring due diligence in the investment selection process and is passionate about keeping our advisors and their clients at the heart of his work.
What Makes Him Knowledgeable
Prior to joining CWP, he was a business valuation analyst at Health Capital Consultants. Khurram is a CFA charterholder and a member of the CFA Society St. Louis.
He graduated cum laude from the University of Missouri-St. Louis with a Bachelor of Science in economics. He also earned a Master of Arts in economics and an MBA with honors from the University of Missouri-St. Louis.
Getting to Know Him
Khurram resides in St. Louis with his wife, Sana.
Regina Crook
How She Can Help You
Regina utilizes her broad financial and administrative skills to help get new clients invested in Cornerstone Wealth Portfolios, as well as perform daily trading and reporting. She works closely with advisors and their assistants to ensure exceptional service, answer questions and provide information.
What Makes Her Knowledgeable
Regina has experience within the financial services industry, specifically with investment and retirement accounts, since 2013. She previously worked for a small, independent RIA to build relationships with clients and custodians while managing client accounts and investments.
Regina graduated with a bachelor’s degree from the University of Illinois, Urbana-Champaign.
Getting to Know Her
Outside of work, Regina enjoys DIY projects, attending local events, playing sports, coaching her son’s sports teams, and traveling to visit friends and family.
Camryn Openlander
How She Can Help You
Camryn Openlander graduated from Southeast Missouri State University, where she studied finance. She joined Cornerstone in 2022 to support the investment team and is enthusiastic about learning the intricacies of investing while applying her skills to assist both advisors and colleagues.
What Makes Her Knowledgeable
During her undergrad years, Camryn worked as a college financial representative at Northwestern Mutual and is currently studying to become fully licensed.
Getting to Know Her
Recently relocated to Huntsville, Alabama, Camryn enjoys volunteering, traveling, and spending time with loved ones. A recent highlight of her travels was trekking through the rainforests of Thailand to bathe and feed elephants.
