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.

Cornell Capital Holdings - Brandon Morrow

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.

Cornell Capital Holdings - Lacee Pearl

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.

Cornell Capital Holdings - Adam Jester

Senior Consultant

Adam Jester

As a results-driven leader in strategic business development, marketing, and operations, Adam brings a different perspective to Cornell Capital Holdings, fostering innovation, contributing to process transformation, and implementing growth strategies.

Throughout his career, Adam has demonstrated a unique balance of technical and business development acumen across various industries, enabling him to drive effective strategies that result in increased collaboration and revenue growth.

Adam will leverage this experience to offer innovative products and client solutions to Cornell Capital Holdings growing client base.