Experienced, Dedicated, Focused
THE CORNELL ASSET MANAGEMENT TEAM
At Cornell Asset Management, our team of qualified professionals is passionate about helping individuals and families achieve their ideal retirements.
Jacob Cornell
Financial Advisor
Jacob is a third-generation financial advisor whose father was VP of Morgan Stanley in Sarasota. While other kids learned all the colors of the rainbow, Jacob learned the only two colors that mattered: green and red. (It’s even rumored that Jacob’s first word was “portfolio.”)
As a financial professional who can offer investment and insurance products and services, Jacob is passionate about helping people navigate their finances throughout retirement. He also enjoys leading informational classes at the State College of Florida, Manatee-Sarasota and Florida SouthWestern State College.
Samantha Moore
Operations / Client Services
An integral part of the team since 2020, Samantha helps oversee the firm’s day-to-day operations and is passionate about caring for clients and providing valuable assistance as they continue their journey toward retirement confidence.
Samantha earned her bachelor’s degree from the University of Vermont and is a resident of Sarasota, Florida.
Nikki Ruehl
Director of Client Services
Nikki’s strength lies in leadership and unparalleled customer satisfaction. Her commitment to customer service is reflected in her daily work, prioritizing client satisfaction above all else. She understands the importance of building strong relationships with clients and works diligently to make certain that every interaction is positive and productive.
Overall, Nikki plays a critical role in ensuring the seamless functioning of operations at Cornell Asset Management LLC, allowing the company to continue to thrive in a highly competitive industry.
Matt Daly
Director of Operations
After years managing business' Matt has experience running operations and finding the best path to help clients reach their goals. Matt oversees the seamless functioning of all operational aspects ensuring efficiency and client satisfaction.
After growing up in Canada Matt, has been living in Florida for the last 13 years.