Dana Cornell - Cornell Capital Holdings


Dana Cornell

Dana Cornell is a Certified Investment Management Analyst and Certified Financial Planner, who’s 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.

VP of Operations

Nick Lyons

Nick has more than 20 years experience in the banking industry. During his career, he has reviewed and analyzed over 2,000 loans totaling over $200M in assets.

Prior to joining Cornell Capital Holdings, Nick was a VP with Northwest Bank, receiving numerous awards for growth while maintaining a standard of low delinquency ratios.

During his career he has been directly responsible for underwriting, office operations, audits, compliance standards and more.. Nick was also accountable for not only practicing diligent underwriting skills but regularly working with businesses to review their financials on an annual basis and work with delinquent credits to bring current.

He has held numerous titles including:

Vice President, Commercial Lender, Small Business Lender, Residential Lender, Corporate Consumer Lender, Retail Office Manager.

Chief Marketing Officer / Chief Technology Officer

Patrick Barry

Patrick has spent the last 20 years as a technology, marketing and customer acquisition executive, with experience in home services, finance, enrollment management and consumer products/brands. Patrick’s background in computer science, marketing and the discipline instilled during his time as a US Marine has provided him a unique arsenal of problem solving tools and white space thinking.

As a bootstrap entrepreneur, Patrick was on the Dealer Advisor Council (DAC) for AT&T and DIRECTV and a 2x Dealer of the Year award winner for his high volume, low risk compliant customer acquisition performance in the home services industry.

Patrick is responsible for all marketing, technology, systems and compliance for CCH.

Patrick is a WNY native, now residing in High Point, NC with his wife and 2 kids.

Sr. Investor Relations Associate

Ryan Carney

Not registered with any securities regulator.

Investor Relations Associate

Jason Stomieroski

Not registered with any securities regulator.

Jr. Investor Relations Associate

Brandon Morrow

Not registered with any securities regulator.

Executive Office Administrator

Lacee Pearl

Not registered with any securities regulator.

Ready to start investing with Cornell Capital Holdings?


Cornell Capital Holdings LLC

125 South Union St
Olean, NY 14760