INVESTMENT ADVISOR
The Private Side
of Wealth
Most advisors stop at public markets. We specialize in what they overlook — managing and unlocking access to institutional-grade private equity, private credit, real estate, venture capital, hedge funds, and more.
What We Do
Our Core Alternative Strategies
Diversified access and management of institutional-grade private market investments, each selected through our in-house due diligence framework.
Private Equity
Private equity opportunities with strategies ranging from broadly diversified to highly specialized. Our due diligence process evaluates dozens of distinct metrics to identify firms with a record of strong risk-adjusted returns.
Real Estate
Institutional-quality real estate investments spanning commercial, residential, and specialty sectors with a focus on long-term value creation.
Private Credit
Private credit funds for investors seeking yield-generating alternatives with downside risk mitigation.
Venture Capital
Early and growth-stage venture investments in technology-driven sectors, leveraging deep industry networks and operational expertise.
Hedge Funds
Multiple hedge fund strategies that aim to achieve specific outcomes, such as deferring capital gains from other investments or offsetting ordinary income taxes.
Mixed Strategies
Broadly diversified investments across different asset classes that can potentially offer numerous portfolio benefits.
How We Serve You
Private Market Advisory for High-Net Worth Portfolios
Portfolio Management
Tailored portfolio construction and ongoing management aligned with your wealth preservation and growth objectives. Each decision is weighed against your goals, risk tolerance, liquidity needs, and preferences before an investment can be deemed suitable for your portfolio.
Learn More →Access Management
Gain entry to alternative investment vehicles—SPVs, co-investments, and fund allocations—typically reserved for institutional investors.
Learn More →Estate Transition
Strategic estate transition planning for alternative assets, ensuring seamless intergenerational wealth transfer with full regulatory compliance.
Learn More →Trust & Transparency
Why Partner With a Private Market Specialist?
Most advisory firms focus on public markets and only peripherally engage with private ones. Our expertise is exclusively centered on private market investments—working to deepen the alternative side of your portfolio.
- Exclusively focused on private markets—every day, not as a sideline
- Multi-perspective review of suitability and recommendations
- In-house models comparing private market funds across dozens of factors
- Deep manager relationships—data room access and advance allocations
Who We Are
The Team
High-net-worth investors invest in people as much as strategies. Meet the people behind your portfolio.
Andrew Goldberg
Managing Partner & Chief Compliance Officer
As a seasoned investor who has been active in private market investments since 2014, Andrew is deeply embedded in the private market ecosystem. He frequently speaks at industry conferences on various topics surrounding private markets, serves on the board of a large private market aggregator, co-founded an emerging alternative investment tracker, and actively manages Special Purpose Vehicles (SPVs) for investors. Prior to dedicating his focus to private market investments, Andrew built a robust background in the intellectual property and IT sectors, where he spearheaded data-driven initiatives and workflow automation projects leveraging artificial intelligence and machine learning.
Paul Szilassy
Lead Advisor & Chief Investment Officer
Paul is an Investment Advisor Representative with Cornerstone Alternatives. He maintains active relationships with dozens of institutional managers, learning about upcoming fund launches, gaining access to data rooms, and completing due diligence. Early in his career he worked in investment banking for a broker-dealer and has since worked in the sales and marketing division of a large healthcare company. He is a seasoned alternative investor across real estate, private equity, venture capital, infrastructure, and litigation finance. Paul honed his analytical skills by evaluating several hundred private market deals before joining Cornerstone. He has an MBA from the University of Washington and is working toward his CAIA (Chartered Alternative Investment Analyst) certification.
Jeff Cooper
Advisory Board Member
Jeff is an Advisory Board Member to Cornerstone Alternatives. As a practicing attorney, Jeff brings legal, compliance, and private-market perspective to the firm's advisory board. He has passed the Series 65 Uniform Investment Adviser Law Examination, holds a degree in finance, and began his professional career in 1996 as an attorney specializing in private equity, M&A, and financing. In 2004, Jeff transitioned into a legal and compliance role at a large public company. Over the years, he has gained significant experience through personal investments across a range of alternative strategies, including private equity, private credit, real estate, and litigation finance.
Drew Szilassy
Operations & Support Manager
Drew is primarily responsible for managing the day-to-day administrative functions and providing exceptional service support. This includes onboarding new clients, linking accounts, processing orders, working closely with Schwab, and answering client questions. Drew has strong technical skills and helps develop and maintain our firm's operational infrastructure.
Connor Akelipa
Operations & Support Specialist
Connor helps keep the firm's day-to-day operations running smoothly, providing hands-on administrative and service support to clients and advisors alike. His work spans onboarding new clients, linking and maintaining accounts, processing orders, coordinating with Schwab, and responding promptly to client questions.
Dan Rudolph
Interval Fund Research & Support
Dan is primarily responsible for research and support of the various interval funds on our platform. Dan has been investing in alternative investments since 2016 and serves as a staff member of a large alternative investment group. He has decades of operations experience working for Hewlett-Packard in various R&D, engineering, and management roles.
Get Started
Two Ways to Work With Us
Choose the relationship that fits how you invest in private markets.
Full Service
Advisory
A high-touch advisory engagement. We build and manage your private market allocation around your goals, risk tolerance, liquidity needs, and preferences.
- Tailored portfolio construction
- Ongoing strategy & rebalancing
- Estate & transition planning
Access Only
Access
Self-directed entry to private-market vehicles—SPVs, co-investments, and fund allocations. This service does not include any investment advice.
- Institutional-grade deal access
- Access to internal due-diligence reports
- You make your own investment decisions, and we execute them