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Manager Overview
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Cornell Capital Management manages money for high net worth individuals(Doctors,Dentists,Lawyers), small business owners,hospitals and other corporations on a world wide basis. See www.cornellcapitalmanagement.com for more information. |
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Experience & Disclosure
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My CRD Number:
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120442 |
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Firm CRD Number:
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120442 |
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Work Experience:
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Former manager with General Electric.Worked with Jack Welsh for 5 years. President and CEO of Cornell Capital Management for 17 years. |
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Academic Background:
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BS, University of Utah(1979)
MBA program, University of Utah (1981)
MIT 1982
University of Chicago Graduate School 1986
Lecturer, SUNY Buffalo MBA Program (1997-present) |
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Services
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Types of Investments:
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All portfolios custom designed to fit the needs of the client.Possibilities include...
-Combination of growth and value.
-Income ladder for retired folks.
-Dividend Capture
-Hartzell Long/Short Hedge Fund (for maximum return)
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Qualifications
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Certifications, Accreditations and Designations:
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Morningstar 5 Star Manager
Nelson's "Top 10" managers in the world
Money Manager Review 'Top 10" managers in the US
"On Wall Street" Top 50 managers in the US
BusinessWeek magazine 'Hot Money Managers'
Reuters 'Top Advisor of 2008' |
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Number of Advisors in Office:
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5 |
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Advisor's Number of Clients:
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35 |
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Assets Managed by Advisor:
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$20,000,000 |
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Compensation
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New Client Minimum Portfolio Size:
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$100,000 |
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Fee:
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1% |
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Money Manager Articles
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