Thomas Joseph Scalici

Current Employers

Employment History

• 11/1997 → Present
  Cornerstone Institutional Investors, Llc
  Bethlehem, PA
• 11/1997 → Present
  Cornerstone Advisors Asset Management, Llc
  Bethlehem, PA
• 04/2010 → Present
  Cornerstone Benefits, Inc.
  Bethlehem, PA
• 01/2011 → Present
  M Holdings Securities Inc
  Bethlehem, PA

Previous Registrations

• 2004-07-08 → 2017-12-31
  Cornerstone Institutional Investors, Inc.
  Bethlehem, PA
  Bethlehem, PA
  Bethlehem, PA
  Bethlehem, PA
• 1996-08-22 → 2010-04-28
  Cornerstone Financial Consultants Ltd
  Allentown, PA
• 1999-01-04 → 2006-03-02
  Ycs Asset Management, Inc.
  Bethlehem, PA

Other Businesses

(1) M Holdings Securities, Inc.; Portland, OR; Broker Dealer; Investment-Related; Registered Representative; duties include Consulting and Compliance; started 1/2011; 15% of time; 15% of time during trading hours (2) Cornerstone Institutional Investors, LLC; Bethlehem, PA; Insurance Agency; Investment-Related; Chief Executive Officer/Manager; started 11/1997; 5% of time; 5% of time during trading hours (3) Cornerstone Advisors Asset Management, LLC; Bethlehem, PA; Investment Advisor; Investment-Related; Chief Executive Officer/Manager; started 11/1997; 80% of time; 80% of time during trading hours (4) Cornerstone Benefits, Inc. is the parent company of Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC. (5) Catholic Foundation of Eastern Pennsylvania; P.O. Box 1430, Allentown, PA 18105; 07/2015; Vice Chairman & Investment Committee Chair (as of 7/2020); Attend quarterly Board Meetings. Run quarterly investment committee meetings. Periodically conduct reviews for individual accounts; Investment Related; 3 hours/month; 2 hours/month during business hours; No Compensation. (6) Lehigh County Club; Allentown, PA; Non-Profit; Investment-Related; Board Member; Started 5/2009; 3 hours per month; 0 hours during trading hours; duties include governance of organization funds (7) John Hancock Retirement Plan Advisory Group; Boston, MA; Financial Services; Investment-Related; Committee Member; Started 3/2014; 2 hours per month; 2 hours during trading hours; duties include providing feedback on strategic direction (8) Allentown Art Museum; 31 North 5th Street, Allentown PA 18101; Investment related; Board Member; Serves on Executive and Investment Committees. As of 11/2025, Capital Campaign Director soliciting donors for gifts. 12/2018; 20 hours/month; 10 hours/month during trading hours; (9) TIAA; 8500 Andrew Carnegie Way, Charlotte, NC 28277; 10/02/2019; Member; Provide feedback to TIAA/s Retirement Plan Leadership; Investment Related; 1 hour/month; 1 hour/month during business hours; Expense Reimbursement. (10) St. Lukes - Sacred Heart Hospital; 421 W Chew St, Allentown, PA 18102; Lehigh Valley's only Catholic hospital which features advanced inpatient and outpatient services and Community Care; Not Investment-Related; Board Chair; Conduct Board meetings, recruit new Board members, work with CEO of the hospital to implement strategic initiatives; 12/2022; 8 hours/month; 4 hours/month during trading hours. (11) ATM Opportunities Fund, LLC; 221 North 28th Street, Allentown PA 18104; Managing Member; Investment related; Owning LLC for property acquisition and loans to family members; 10/31/2023; 1 hour month; 1 hour per month during trading hours. (12) Educational Opportunities, LLC; 101 Greenwood Avenue, Suite 380, Jenkintown, PA 19046; Tax credits for educational purposes; Not investment Related; Member; Make charitable contributions to approved scholarship organizations and enjoy the benefits of the state EITC program; 4/15/2025; 0 hrs/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-10-10
• S63 Uniform Securities Agent State Law Examination
  1986-08-05

Designations

Other Names

• Thomas Joseph Scalici
• Thomas J Scalici