Tom Scalici

Chief Executive Officer at Cornerstone Advisors Asset Management LLC

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Profile

Mr. Thomas J.
Scalici is a Chief Executive Officer at Cornerstone Advisors Asset Management LLC and Cornerstone Institutional Investors, LLC.
He began his career in financial services in 1986 and served as Cornerstone’s CEO since 2002.
His primary responsibilities include strategic planning, business development, and employee selection and mentoring.
Tom has more than 30 years of experience working predominantly with qualified retirement plans.
He is on the Board of Directors at Sacred Heart HealthCare System and Allentown Art Museum.
Mr. Scalici was previously employed as a Vice Chairman by Sacred Heart HealthCare System.
He earned his B.A.
in Business Administration at Gettysburg College.

Tom Scalici active positions

Companies	Position	Start
Cornerstone Advisors Asset Management LLC Cornerstone Advisors Asset Management LLC Investment ManagersFinance Cornerstone Advisors Asset Management LLC (CAAM) is a SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Scalici and Malcolm Cowen II in 1998. They are a wholly-owned subsidiary of Cornerstone Benefits, Inc., which in turn wholly-owned by CAAM’s employees through an Employee Stock Ownership Plan (ESOP) trust called the Cornerstone Benefits, Inc. Employee Stock Ownership Trust. CAAM provides investment advisory services for institutional clients such as defined benefit and defined contribution plans, foundations and endowments, corporations, not-for-profit organizations and public funds, and individual clients including natural persons, families, personal trusts, family partnerships and limited liability companies.	Chief Executive Officer	2001-12-31
Sacred Heart HealthCare System Sacred Heart HealthCare System Hospital/Nursing ManagementHealth Services Sacred Heart HealthCare System provides medical and surgical services. Its services include ophthalmology, obstetrics, gynecology, pediatrics, cardiology, cardiac surgery and rehabilitation, and speech and hearing therapy services. The company was founded in 1912 and is headquartered in Allentown, PA.	Director/Board Member	-
Allentown Art Museum Allentown Art Museum Other Consumer ServicesConsumer Services Allentown Art Museum operates as an art museum. It offers collections and exhibitions, educational programs and public events. The company was founded by Walter Emerson Baum in 1934 and is headquartered in Allentown, PA.	Director/Board Member	-

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Gettysburg College

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Private companies	3
Cornerstone Advisors Asset Management LLC Cornerstone Advisors Asset Management LLC Investment ManagersFinance Cornerstone Advisors Asset Management LLC (CAAM) is a SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Scalici and Malcolm Cowen II in 1998. They are a wholly-owned subsidiary of Cornerstone Benefits, Inc., which in turn wholly-owned by CAAM’s employees through an Employee Stock Ownership Plan (ESOP) trust called the Cornerstone Benefits, Inc. Employee Stock Ownership Trust. CAAM provides investment advisory services for institutional clients such as defined benefit and defined contribution plans, foundations and endowments, corporations, not-for-profit organizations and public funds, and individual clients including natural persons, families, personal trusts, family partnerships and limited liability companies.	Finance
Sacred Heart HealthCare System Sacred Heart HealthCare System Hospital/Nursing ManagementHealth Services Sacred Heart HealthCare System provides medical and surgical services. Its services include ophthalmology, obstetrics, gynecology, pediatrics, cardiology, cardiac surgery and rehabilitation, and speech and hearing therapy services. The company was founded in 1912 and is headquartered in Allentown, PA.	Health Services
Allentown Art Museum Allentown Art Museum Other Consumer ServicesConsumer Services Allentown Art Museum operates as an art museum. It offers collections and exhibitions, educational programs and public events. The company was founded by Walter Emerson Baum in 1934 and is headquartered in Allentown, PA.	Consumer Services

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