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Vice President, Director of Operations · Cornell Pochily Investment Advisors, Inc.

Cathy Lamorie

CRD 2951205 · Named on Form ADV at one SEC-registered adviser

At a glance

Cornell Pochily Investment Advisors, Inc., an SEC-registered wealth manager based in Ithaca, NY with $654 million in regulatory assets, lists Cathy Lamorie on its Form ADV as Vice President, Director of Operations.

Firms and roles

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Cathy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ezra CornellChief Executive Officer, Cornell Pochily Investment Advisors, Inc.
  • Nelson B. MeadChief Investment Officer, Cornell Pochily Investment Advisors, Inc.
  • Shane P. O'NeillPresident, Chief Financial Officer & Chief Operating Officer, Cornell Pochily Investment Advisors, Inc.
  • Laura M. BarnhillChief Compliance Officer, Cornell Pochily Investment Advisors, Inc.
  • Molly E. O'NeillVice President, Cornell Pochily Investment Advisors, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cathy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.