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.
Sr. Investor Relations Associate
Ryan Carney
Not registered with any securities regulator.
Investor Relations Associate
Jake Fusia
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?