Caleb Dudas is a consultant at Cornerstone Advisors, where he brings a strong foundation in investment management, client service, and financial advisory to help financial institutions navigate strategic growth and innovation. Caleb is passionate about the evolving intersection of banking and fintech. He is particularly interested in how emerging technologies are reshaping financial services and enhancing client experiences. With hands-on experience in portfolio management and high-net-worth client engagement, Caleb offers a data-driven and client-focused approach to solving complex challenges.
Caleb began his financial services career at Charles Schwab, where he served as a Client Service Representative before joining the Schwab Wealth Advisory division as part of the firm’s Advice Academy. Caleb also holds Series 7 and Series 66 licenses.
While earning his Bachelor of Science in Finance from Arizona State University’s Barrett, The Honors College, Caleb served as a Portfolio Manager for the Student Investment Management (SIM) Fund and was awarded the prestigious Moeur Award in recognition of academic excellence.