FOUNDER & CEO
Dana Cornell
Dana Cornell is a Certified Investment Management Analyst and Certified Financial Planner, whose passion is to take the uncertainty out of investing and provide consistent returns his clients can count on.
Dana has over 20 years of experience in the financial industry, and Cornell Capital was born out of a need recognized to truly create consistent, predictable income and wealth creation.
- Forbes Recognized 2021 Best in State Financial Advisor
- #1 Best Selling Author
- Creator of the “Reverse Financial Plan”
- Former Executive Director at Morgan Stanley
- 3x Named Forbes America’s Top Next-Gen Wealth Advisors
- Licenses Held:
- Series 7
- Series 63
Chief Operating Officer (COO)
Meghan Johnson
Meghan spent more than a decade in financial operations, real estate, and the oil and gas industry prior to leading teams and multi-million dollar projects in private industry over the past eight years.
A gifted leader and manager, Meghan is responsible for all operational and administrative functions of CCH.
Meghan lives in the Olean area with her husband and two active young sons.
Sales Account Manager
Nick Castellino
Meet Nick Castellino, a distinguished figure in the finance world. Nick holds a Master of Business Administration in Finance from Columbia Southern University, complementing his Bachelor of Science in Aviation Technology. After achieving remarkable success in the corporate aviation sector, he transitioned into the investment world in 2017, focusing on private equity.
Mr. Castellino is a licensed General Securities Representative (Series 7) and holds the NASAA Uniform State Law Exam certification (Series 63). His expertise lies in private equity finance and capital raising strategies, where he has consistently delivered comprehensive plans for client success.
While qualified as a pilot on nine different jet aircraft, flying has become more of a hobby as his primary focus is now on the investment and advisory sector. Nick is also deeply committed to his community, co-founding the annual charity hangar party, Wheels, Wings, & Fashion. This event supports three local charities: Habitat for Humanity, the Leukemia and Lymphoma Society, and the George Snow Scholarship Education Fund.
Mr. Castellino’s primary mission is to leverage his extensive financial knowledge and experience to help clients achieve their financial goals, driving success through strategic investment initiatives.
Client Services Associate
Brandon Morrow
Brandon, a distinguished alumnus of St. Bonaventure with a finance degree, has worked to secure tax credits for business owners over the past two years. Previously, Brandon leveraged his expertise to assist distressed homeowners in selling their properties, providing crucial support to families during challenging times.
As a solutions-oriented professional, Brandon will work closely with high-net-worth individuals and families to introduce them to Cornell Capital Holdings.
Client Services Associate
Lacee Pearl
Lacee has over a decade of customer service experience having held various roles with responsibilities spanning administrative, accounting, documentation, and report generation.
With a track record in providing client-focused service to high-net-worth individuals, Lacee is responsible for client onboarding and reporting for Cornell Capital Holdings.