Blair Cornell, a financial advisor at UBS Wealth Management in Miamisburg, OH, has built a successful career managing team assets totaling $1.6 billion. With a background in the industry and a passion for financial planning, Cornell has received numerous accolades, including being ranked among America’s Top Wealth Advisors and Best-in-State Wealth Advisors. His unique approach to wealth management, focusing on high net worth clients, including business owners and families with children with special needs, sets him apart from other advisors.
Cornell credits his father, who also worked as an advisor at UBS, for sparking his interest in the industry. He interned for his father during summers in middle school and continued to learn and grow in the field. Since teaming up with his father after graduating from Ohio University in 2004, Cornell has focused on building relationships with his clients, emphasizing legacy planning and comprehensive financial planning as key components of his strategy.
One of Cornell’s competitive edges is his team’s diversity, which includes both genders and multiple generations. With an average team tenure of 13 years, Cornell prioritizes stability and collaboration, ensuring that clients receive top-notch service. His team’s investment philosophy includes a bucketing strategy that divides client assets into segments for liquidity, longevity, and legacy. By diversifying portfolios with alternative investments like private equity, Cornell aims to reduce risk and achieve higher returns for his clients.
Looking ahead to 2024, Cornell predicts interest rate cuts in the second half of the year and advises clients to insulate their portfolios accordingly. Despite potential political uncertainties, Cornell emphasizes the importance of sticking to long-term investment strategies based on fundamentals. Off the clock, Cornell is the founder of JoyRide, a nonprofit car club for children with special needs that provides them with the opportunity to ride in exotic cars. This initiative reflects Cornell’s commitment to giving back to the community and supporting children with special needs.
Overall, Blair Cornell’s dedication to his clients and his innovative approach to wealth management demonstrate his commitment to providing top-tier financial services. With a strong team and a strategic investment philosophy, Cornell is well-positioned to navigate the challenges and opportunities of the financial market in 2024 and beyond.
