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.
Janet Palencia
Director of Operations
Janet Palencia is the Director of Operations at Cornell Asset Management with more than 15 years of experience supporting executive leadership and driving operational success. Her background spans from the financial industry, CPA firms, and the A/E/C sector, where she has built a reputation for exceptional client service and business growth. Janet’s strengths include quality coordination, strategic execution, and creating seamless experiences for both clients and internal teams. She is deeply committed to delivering excellence while fostering long-term, trusted relationships.
When you call Cornell Asset Management, you will experience Janet’s warm and welcoming demeanor firsthand, feel free to ask her how Cornell Asset Management can support you and help prepare you for lasting financial success.
Adam Hall
Client Service Associate
Adam Hall is a Client Service Associate at Cornell Asset Management, bringing over two years of experience in wealth management and a genuine dedication to client service. He supports day-to-day operations by assisting with account onboarding, client communications, and ongoing service needs.
With a detail-oriented approach, Adam helps ensure a smooth and well-organized experience for clients. His strengths include financial planning analysis, transaction coordination, and building trust through clear communication and dependable support.
Adam is currently completing his Bachelor’s degree in Finance and is committed to delivering service that helps clients feel informed, supported, and confident in their financial journey.