Private Equity Advisory Services

Al advises C-suite executives, boards, and investors in the banking and fintech sectors, with a focus on strategic planning, corporate governance, and the intersection of banking and technology. He works closely with professional services firms, investors, and venture capitalists to build strategic partnerships that help financial institutions thrive in a rapidly evolving landscape.

As a leader of Cornerstone’s Strategy, Performance, Digital Transformation, Delivery Channel, Analytics, and Lending service lines, Jim helps banks and credit unions craft transformation and growth strategies focused on various initiatives including strategic planning, revenue generation, digital and delivery channel transformation, customer data analytics, product design, and digital banking/origination technology selections.  

Ron Shevlin has been a management consultant for more than 25 years, working with leading financial services, consumer products, retail, and manufacturing firms all over the world. As Chief Research Officer at Cornerstone Advisors, Ron calls on his analytical acumen to author a variety of corporate and commissioned research reports.

Anne Arvia is a strategic financial services leader experienced as a CEO, CFO and currently sits on 2 public company boards, chairing both governance (current) and audit (past) committees, as well as being a member of the compensation committee.  Her unique combination of skills and experience has enabled her to help numerous, diverse businesses be successful.

As a senior director in the Delivery Channels practice at Cornerstone Advisors, Chris puts nearly 10 years of expertise to work helping banks and credit unions develop competitive delivery channel strategies; translate data into actionable marketing campaigns to grow sales; improve their client experience; and select, implement, and negotiate contracts for digital systems that support their institutions’ definition of success.