Meet Your Guides We’ll be with you every step of the way, no matter where you are on your retirement journey. 941.883.6892 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 CornellFinancial 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. Daniela EcheverriaDirector of Operations Daniela brings to Cornell Asset Management experience in operational processes, high-level administrative skill, and a passion for connecting with people. At the firm, Daniela focuses on daily operations, office management, and assisting clients however they may need. Prior to joining Cornell Asset Management, Daniela lived and worked in New York City where she led non-profit business operations at a boutique management consulting firm. She is thrilled to be back in her hometown of Sarasota and better serve her local community. Daniela earned her BA from Columbia University in 2018 and her MS from CUNY in 2021. As a lifelong student, she loves to learn about anything and everything — especially travel, culture, food, and psychology! Samantha MooreOperations / 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.