Cornell Capital Group LLC

Warren Cornell is a financial advisor at Cornell Capital Group LLC with six years of industry experience and a Series 65 designation. He has held roles at Berkeley Research Group LLC, Rayliant Global Advisors, Compass Lexecon, San Marino Business Partners, UCLA Anderson School of Management, and Caltech. Outside of advising, he teaches part-time at the University of California at San Diego and is the founder of Cornell Gerger, an independent financial consulting business. Cornell Capital Group provides portfolio management services to high-net-worth individuals, focusing on personalized investment policies and discretionary oversight. The firm integrates fundamental analysis, quantitative models, and modern portfolio theory, with a primary emphasis on equities and the use of derivatives, options, and leverage within a concentrated client base.

Shaun Cornell is a CFA® charterholder and Series 65 licensed advisor with six years of industry experience. He is the principal at Cornell Capital Group LLC, where he has worked since 2019. Prior to this, he held roles at Compass Inc and SMBP. Outside of finance, Shaun is a self-employed musician and composer. Cornell Capital Group provides portfolio management services to a select group of high-net-worth individuals, focusing on customized Investment Policy Statements and discretionary oversight. The firm employs a blend of fundamental analysis, quantitative models, and modern portfolio theory, with an emphasis on equities and the use of derivatives and options within separately managed accounts.

Andrew Cornell is a Series 65 licensed financial advisor with six years of industry experience. He has worked at Cornell Capital Group LLC since 2019 and previously spent 11 years at SMBP LLC. Cornell Capital Group LLC provides ongoing portfolio management services to high-net-worth individuals, focusing on asset allocation, security selection, and regular portfolio monitoring. The firm employs a blend of fundamental analysis, quantitative models, and modern portfolio theory, with a notable emphasis on derivatives and options trading within separately managed accounts.