Intern from The Capstone Planning Group places second at Quinnipiac Global Asset Management Education Forum

An intern with The Capstone Planning Group, a full-service financial services and investment planning team located at Cornerstone Bank, recently finished second along with his team at the Quinnipiac Global Asset Management Education (GAME) Forum. Andrew Gorey is a sophomore at Merrimack College and acts as the senior analyst for the Merrimack-Fixed Income Fund and the industrial analyst for the Merrimack Investment Fund. The GAME Forum is the largest student-run financial conference in the world featuring undergraduate and graduate students from 150 colleges and universities.

“We were so excited to hear that Andrew and his team had placed at the GAME Forum,” said The Capstone Planning Group’s VP and Program Manager, Christopher Mallon. “Watching him learn and grow throughout his internship with us, it is clear this win is just the first step to his career in the financial services industry.”

Gorey, a resident of Sturbridge, has been a (non-registered) intern with The Capstone Planning Group since January 2021. While juggling his regular classwork and his internship, he and his team were able to assist in the creation of an impressive portfolio over the course of the past year to the present.

“My experience interning with The Capstone Planning Group has allowed me to obtain hands-on experience in this field,” said Gorey. “I am very thankful to work with a team that emphasizes the importance of putting their client first and offers solutions to fit each client’s specific financial needs. I have learned so much."

The Capstone Planning Group, conveniently located at Cornerstone Bank, is committed to helping the next generation of financial professionals succeed through internships, mentoring and entry-level career opportunities. For more information about The Capstone Planning Group, please visit online at thecapstone.group or call 508-764-0046.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank and The Capstone Planning Group are not registered as broker/dealers or investment advisors. Registered Representatives of LPL offer products and services using the name The Capstone Planning Group, and may also be employees of Cornerstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Cornerstone Bank or The Capstone Planning Group. Securities and insurance offered through LPL or its affiliates are: