Mario C. Giganti, CFP®, CPA

Experience

• 

  Ernst & Young

  Sept 1994 - Apr 1998

  Senior Accountant/Financial Planner

  Prepared Financial Plans for local Executives, Business Owners and Doctors.

• 

  Liverpool Coil Processing Inc

  Apr 1998 - Nov 1998

  Controller

  Part of Management Team. Responsible for monthly, quarterly and annual financials.

• 

  Prudential Securities

  Nov 1998 - Nov 2000

  Financial Advisor

  Advised clients on personal financial matters.

• 

  Merrill Lynch

  Nov 2000 - Feb 2002

  Financial Advisor

  Advised clients on personal financial matters.

• 

  Cornerstone Capital Advisors

  Feb 2002 - May 2019

  President/Senior Advisor

  Mario C. Giganti is the former President of Cornerstone Capital Advisors, which was one of the largest advisory firms in Northeast Ohio prior to its merger with CAPTRUST in May, 2019. With over twenty-two years of financial services experience, he led an advisory team that acts as a personal CFO to help affluent clients preserve wealth, mitigate taxes, protect assets and much more. Additionally, Mario led the retirement plans services team responsible for helping client’s implement and monitor Cornerstone’s Retirement Bullseye Process.He is also an adjunct faculty member with fi360 in Pittsburgh and writes articles on various financial planning topics, 401(k) plan best practices and 401(k) advisory firm practice management. Mario recently published his first book, “The Retirement Bullseye”, a guide for retirement plan sponsors to help employees save more now, invest wisely and retire on time with a paycheck for Life. Show less

• 

  Fi360

  Oct 2003 - now

  Adjunct Faculty Member

  In my role as an adjunct faculty member, I teach financial advisors and investment committee members a prudent investment process to manage investment assets, fulfill fiduciary duties and limit any potential liability when managing money for someone else.

• 

  CAPTRUST

  May 2019 - now

  Senior Vice President | Financial Advisor