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.
Analyst
Greg Prockton, CMA & CPA
Gregg, a Certified Public Accountant, and Certified Management Accountant has over 30 years of diversified experience, providing a unique perspective that few others bring to the table.
As a trusted business advisor to entrepreneurs, Gregg specializes in customizing strategies across various areas such as investments, cash management, credit, banking, trusts, and estate planning. Drawing on his expertise, Gregg will collaborate closely with the team to assess new investment opportunities and supervise Cornell Capital Holdings’ investment portfolio, ensuring the proper execution of strategic plans.
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.
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.