Cornell Pochily Investment Advisors, Inc.

Shane O'Neill is a CFP® with eight years of industry experience, currently serving as an advisor at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY, where he has worked since 2014. He holds a Series 65 license and is part of a five-advisor team. Cornell Pochily serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $570 million in regulatory assets with an additional $165 million under advisement, offering customized, long-term investment portfolios combined with financial planning, consulting, and tax preparation services.

Molly O'Neill is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Cornell Pochily Investment Advisors, Inc. since 2016. Prior to joining the firm, she had a period of extended travel and brief unemployment in 2015 and 2016. Cornell Pochily serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $570 million in assets on a primarily discretionary basis, offering customized investment portfolios alongside financial planning, consulting, and tax preparation services.

Ezra Cornell is a financial advisor with Cornell Pochily Investment Advisors, Inc. in Ithaca, NY, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Cornell Pochily since 2008 and previously worked at Purshe Kaplan Sterling for 10 years. Cornell serves on the Board of Trustees at Cornell University and is a board member of Park Outdoor Advertising. Cornell Pochily serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $570 million in discretionary assets and offers tailored investment management, financial planning, consulting, and tax preparation services through customized, long-term oriented portfolios.

Nelson Mead is a financial advisor at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY, holding the CFP®, CFA®, and Series 63 designations with eight years of industry experience. He has been with the firm since 2010. Cornell Pochily serves individuals, including high-net-worth clients, as well as various institutional clients, providing discretionary and non-discretionary investment management alongside financial planning, consulting, and tax preparation services. The firm constructs customized, long-term portfolios using a range of securities and integrates tax advisory within its wealth management approach.

Matthew Stoutenburg is a CFP® with 12 years of industry experience, currently serving as an advisor at Cornell Pochily Investment Advisors, Inc. since 2023. His prior experience includes roles at CFCU Community Credit Union, LPL Financial LLC, and Edward Jones. Cornell Pochily serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, managing approximately $570 million in regulatory assets. The firm offers customized, long-term investment portfolios alongside integrated tax preparation and advisory services, with a focus on discretionary portfolio management and a range of investment instruments.