CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CRD #138638 SEC #801-65091 BETHLEHEM, PA (610) 694-0900
SEC Registered
Total AUM
$8.3B
Discretionary
$4.3B
Employees
33
Clients
25
Accounts
1,841
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BYNON, JOANN | I | SECRETARY | NA | |
| BYNON, JOANN, MARIE | I | SECRETARY | NA | |
| BYNON, JOANN, MARIE | I | SECRETARY | NA | |
| BYNON, JOANN, MARIE | I | SECRETARY | NA | |
| BYNON, JOANN, MARIE | I | SECRETARY | NA | |
| BYNON, JOANN, MARIE | I | SECRETARY | NA | |
| BYNON, JOANN, MARIE | I | SECRETARY | NA | |
| BYNON, JOANN, MARIE | I | SECRETARY | NA | |
| BYNON, JOANN, MARIE | I | SECRETARY | NA | |
| BYNON, JOANN, MARIE | I | SECRETARY | NA | |
| COWEN, MALCOLM, LEE | I | MANAGING DIRECTOR | NA | |
| COWEN, MALCOLM, LEE | I | MANAGING DIRECTOR | NA | |
| COWEN, MALCOLM, LEE | I | MANAGING DIRECTOR | NA | |
| COWEN, MALCOLM, LEE | I | MANAGING DIRECTOR | NA | |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | MANAGING DIRECTOR | NA | |
| COWEN, MALCOLM, LEE | I | MANAGING DIRECTOR | NA | |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | MANAGING DIRECTOR | NA | |
| COWEN, MALCOLM, LEE | I | MANAGING DIRECTOR | NA | |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/DIRECTOR | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT/MANAGER | NA | Control |
| COWEN, MALCOLM, LEE | I | PRESIDENT EMERITUS/MANAGER | NA | Control |
| EISELE, JOHN, WILLIAM | I | PRESIDENT/DIRECTOR | NA | |
| EISELE, JOHN, WILLIAM | I | PRESIDENT/DIRECTOR | NA | |
| EISELE, JOHN, WILLIAM | I | PRESIDENT/DIRECTOR | NA | |
| EISELE, JOHN, WILLIAM | I | PRESIDENT/DIRECTOR | NA | |
| EISELE, JOHN, WILLIAM | I | PRESIDENT/DIRECTOR | NA | |
| EISELE, JOHN, WILLIAM | I | VICE PRESIDENT | NA | |
| EISELE, JOHN, WILLIAM | I | VICE PRESIDENT/CCO | NA | |
| GERAGHTY, PAUL, DAVID | I | PRESIDENT | NA | |
| GERAGHTY, PAUL, DAVID | I | PRESIDENT | NA | |
| HENRY, CLAY, THOMAS | I | DIRECTOR | NA | |
| HENRY, CLAY, THOMAS | I | DIRECTOR | NA | |
| HENRY, CLAY, THOMAS | I | DIRECTOR | NA | |
| HORIZON BANK, N.A. DBA HORIZON TRUST | DE | TRUSTEE | NA | Control |
| HUMPHREY, DONNA, MARIE | I | VICE PRESIDENT/CCO | NA | |
| HUMPHREY, DONNA, MARIE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| HUMPHREY, DONNA, MARIE | I | VICE PRESIDENT/CCO | NA | |
| HUMPHREY, DONNA, MARIE | I | VICE PRESIDENT/CCO | NA | |
| HUMPHREY, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER/TREASURER | NA | |
| HUMPHREY, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER/TREASURER | NA | |
| HUMPHREY, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER/TREASURER | NA | |
| HUMPHREY, DONNA, MARIE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| HUMPHREY, DONNA, MARIE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| HUMPHREY, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER/TREASURER | NA | |
| HUMPHREY, DONNA, MARIE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| HUMPHREY, DONNA, MARIE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| HUMPHREY, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER/TREASURER | NA | |
| HUMPHREY, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER/TREASURER | NA | |
| HUMPHREY, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER/TREASURER | NA | |
| HUMPHREY, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER/TREASURER | NA | |
| HUMPHREY, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER/TREASURER | NA | |
| HUMPHREY, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER/TREASURER | NA | |
| HUMPHREY, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER/TREASURER | NA | |
| HUMPHREY, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER/TREASURER | NA | |
| KARPUK, KEVIN | I | SECRETARY/INDIRECT SHAREHOLDER | NA | Control |
| KARPUK, KEVIN | I | SECRETARY/INDIRECT SHAREHOLDER | NA | Control |
| KARPUK, KEVIN | I | SECRETARY | NA | |
| KARPUK, KEVIN | I | SECRETARY/INDIRECT SHAREHOLDER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | SECRETARY/INDIRECT SHAREHOLDER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | SECRETARY/INDIRECT SHAREHOLDER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | SECRETARY/INDIRECT SHAREHOLDER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | SECRETARY/INDIRECT SHAREHOLDER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | SECRETARY/INDIRECT SHAREHOLDER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | SECRETARY/INDIRECT SHAREHOLDER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | SECRETARY/INDIRECT SHAREHOLDER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | SECRETARY/INDIRECT SHAREHOLDER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | SECRETARY/INDIRECT SHAREHOLDER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | SECRETARY/INDIRECT SHAREHOLDER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | SECRETARY/INDIRECT SHAREHOLDER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | SECRETARY/INDIRECT SHAREHOLDER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | CHIEF INVESTMENT OFFICER/MANAGER | NA | Control |
| KARPUK, KEVIN, (NMN) | I | PRESIDENT/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | INDIRECT SHAREHOLDER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | INDIRECT SHAREHOLDER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | INDIRECT SHAREHOLDER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | INDIRECT SHAREHOLDER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | INDIRECT SHAREHOLDER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | INDIRECT SHAREHOLDER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | INDIRECT SHAREHOLDER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | INDIRECT SHAREHOLDER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | INDIRECT SHAREHOLDER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | INDIRECT SHAREHOLDER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| MCKINLEY, CHRISTOPHER, JOHN | I | INDIRECT SHAREHOLDER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | INDIRECT SHAREHOLDER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | INDIRECT SHAREHOLDER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | |
| MCKINLEY, CHRISTOPHER, JOHN | I | INDIRECT SHAREHOLDER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| MCKINLEY, CHRISTOPHER, JOHN | I | INDIRECT SHAREHOLDER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| MCKINLEY, CHRISTOPHER, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| QUILLEN, JAMES, ERIC | I | DIRECTOR | NA | |
| QUILLEN, JAMES, ERIC | I | DIRECTOR | NA | |
| QUILLEN, JAMES, ERIC | I | DIRECTOR | NA | |
| RAPP, GEORGE, S. | I | TREASURER | NA | |
| RAPP, GEORGE, STEPHEN | I | TREASURER/DIRECTOR | NA | |
| RAPP, GEORGE, STEPHEN | I | TREASURER/DIRECTOR | NA | |
| RAPP, GEORGE, STEPHEN | I | TREASURER/DIRECTOR | NA | |
| RAPP, GEORGE, STEPHEN | I | TREASURER/DIRECTOR | NA | |
| RAPP, GEORGE, STEPHEN | I | TREASURER/DIRECTOR | NA | |
| RAPP, GEORGE, STEPHEN | I | TREASURER/DIRECTOR | NA | |
| RAPP, GEORGE, STEPHEN | I | TREASURER | NA | |
| RAPP, GEORGE, STEPHEN | I | TREASURER/DIRECTOR | NA | |
| RAPP, GEORGE, STEPHEN | I | TREASURER/DIRECTOR | NA | |
| SCALICI, THOMAS, JOSEPH | I | ASSISTANT SECRETARY/DIRECTOR | NA | |
| SCALICI, THOMAS, JOSEPH | I | ASSISTANT SECRETARY/DIRECTOR | NA | |
| SCALICI, THOMAS, JOSEPH | I | ASSISTANT SECRETARY/DIRECTOR | NA | |
| SCALICI, THOMAS, JOSEPH | I | ASSISTANT SECRETARY/DIRECTOR | NA | |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | ASSISTANT SECRETARY/DIRECTOR | NA | |
| SCALICI, THOMAS, JOSEPH | I | ASSISTANT SECRETARY/DIRECTOR | NA | |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | ASSISTANT SECRETARY/DIRECTOR | NA | |
| SCALICI, THOMAS, JOSEPH | I | ASSISTANT SECRETARY/DIRECTOR | NA | |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | DIRECTOR/CEO | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| SCALICI, THOMAS, JOSEPH | I | CEO/MANAGER | NA | Control |
| TAKES, DEMETRA, MARIA | I | INTERIM PRESIDENT | NA | |
| WAGNER, GREGG, J. | I | PRESIDENT | NA | |
| WAGNER, GREGG, JOSEPH | I | PRESIDENT | NA | |
| YAISSLE, JOHN, RAYMOND | I | DIRECTOR | NA | |
| YAISSLE, JOHN, RAYMOND | I | DIRECTOR | NA | |
| YAISSLE, JOHN, RAYMOND | I | DIRECTOR | NA | |
| YAISSLE, JOHN, RAYMOND | I | DIRECTOR | NA | |
| YAISSLE, JOHN, RAYMOND | I | DIRECTOR | NA | |
| YAISSLE, JOHN, RAYMOND | I | DIRECTOR | NA | |
| YAISSLE, JOHN, RAYMOND | I | DIRECTOR | NA | |
| YAISSLE, JOHN, RAYMOND | I | DIRECTOR | NA | |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CAAM HOLDING COMPANY | DE | SHAREHOLDER | E | Control |
| CORNERSTONE BENEFITS INC. | DE | SHAREHOLDER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. | DE | SOLE MEMBER | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | DE | SHAREHOLDER | E | Control |
| HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | DE | SHAREHOLDER | E | Control |
| HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | DE | SHAREHOLDER | E | Control |
| HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | DE | SHAREHOLDER | E | Control |
| HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | DE | SHAREHOLDER | E | Control |
| HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | DE | SHAREHOLDER | E | Control |
| HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | DE | SHAREHOLDER | E | Control |
| HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | DE | SHAREHOLDER | E | Control |
| HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | DE | SHAREHOLDER | E | Control |
| HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HORIZON BANK, N.A. DBA HORIZON TRUST | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| HORIZON BANK, N.A. DBA HORIZON TRUST | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| HORIZON BANK, N.A. DBA HORIZON TRUST | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| HORIZON BANK, N.A. DBA HORIZON TRUST | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| HORIZON BANK, N.A. DBA HORIZON TRUST | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| HORIZON BANK, N.A. DBA HORIZON TRUST | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| HORIZON BANK, N.A. DBA HORIZON TRUST | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| HORIZON BANK, N.A. DBA HORIZON TRUST | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| HORIZON BANK, N.A. DBA HORIZON TRUST | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| HORIZON BANK, N.A. DBA HORIZON TRUST | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| HORIZON BANK, N.A. DBA HORIZON TRUST | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| HORIZON BANK, N.A. DBA HORIZON TRUST | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| MIGUEL PAREDES | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| MIGUEL PAREDES | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| MIGUEL PAREDES | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| MIGUEL PAREDES | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| MIGUEL PAREDES | DE | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | CORNERSTONE BENEFITS, INC. | E | Control |
| HARLEYSVILLE NATIONAL CORPORATION | DE | HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | E | Control |
| HARLEYSVILLE NATIONAL CORPORATION | DE | HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | E | Control |
| HARLEYSVILLE NATIONAL CORPORATION | DE | HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | E | Control |
| HARLEYSVILLE NATIONAL CORPORATION | DE | HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | E | Control |
| HARLEYSVILLE NATIONAL CORPORATION | DE | HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | E | Control |
| HARLEYSVILLE NATIONAL CORPORATION | DE | HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | E | Control |
| HARLEYSVILLE NATIONAL CORPORATION | DE | HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | E | Control |
| HARLEYSVILLE NATIONAL CORPORATION | DE | HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | E | Control |
| HARLEYSVILLE NATIONAL CORPORATION | DE | HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | E | Control |
| HARLEYSVILLE NATIONAL CORPORATION | DE | HARLEYSVILLE NATIONAL BANK AND TRUST COMPANY | E | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | D | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | D | Control |
| SCALICI, THOMAS, JOSEPH | I | CAAM HOLDING COMPANY | D | Control |
| SCALICI, THOMAS, JOSEPH | I | CAAM HOLDING COMPANY | D | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | C | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | C | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | C | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | C | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | C | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | C | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | C | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | C | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | C | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | C | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | C | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | C | Control |
| COWEN, MALCOLM, LEE | I | CORNERSTONE BENEFITS INC. | C | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | C | Control |
| COWEN, MALCOLM, LEE | I | CAAM HOLDING COMPANY | C | Control |
| SCALICI, THOMAS, J | I | CAAM HOLDING COMPANY | C | Control |
| SCALICI, THOMAS, J | I | CAAM HOLDING COMPANY | C | Control |
| SCALICI, THOMAS, JOSEPH | I | CAAM HOLDING COMPANY | C | Control |
| SCALICI, THOMAS, JOSEPH | I | CAAM HOLDING COMPANY | C | Control |
| SCALICI, THOMAS, JOSEPH | I | CAAM HOLDING COMPANY | C | Control |
| SCALICI, THOMAS, JOSEPH | I | CAAM HOLDING COMPANY | C | Control |
| SCALICI, THOMAS, JOSEPH | I | CAAM HOLDING COMPANY | C | Control |
| SCALICI, THOMAS, JOSEPH | I | CAAM HOLDING COMPANY | C | Control |
| SCALICI, THOMAS, JOSEPH | I | CAAM HOLDING COMPANY | C | Control |
| SCALICI, THOMAS, JOSEPH | I | CAAM HOLDING COMPANY | C | Control |
| SCALICI, THOMAS, JOSEPH | I | CAAM HOLDING COMPANY | C | Control |
| SCALICI, THOMAS, JOSEPH | I | CAAM HOLDING COMPANY | C | Control |
| SCALICI, THOMAS, JOSEPH | I | CORNERSTONE BENEFITS INC. | C | Control |
| SCALICI, THOMAS, JOSEPH | I | CAAM HOLDING COMPANY | C | Control |
| SCALICI, THOMAS, JOSEPH | I | CAAM HOLDING COMPANY | C | Control |
Registrations
Federal
IA
Feb 27, 2025 REGISTERED
Notice Filings (18)
CA CO CT DC FL IL MA MD NC NE NH NJ NY OH PA SC TX VA
Address
74 WEST BROAD STREET, SUITE 340BETHLEHEM, PA 18018
United States
Phone: (610) 694-0900