James Cornell's Email & Phone Number

💼 Past Experience

From September 2009 to October 2014, James K. Cornell was a Managing Director at The Bollard Group LLC from January 2011 to October 2014. He was previously a Managing Director at Quadra Capital Partners from September 1996 to September 1997. Cornell also served as President and Division Head of Portfolio Advisory Services at Fidelity Investments from September 1997 to September 2009. during this time he also co-founded and managing partner at Fiduciary Wealth Partners. Cornell's work experiences with the Investment Industry areothoroughly shaped his current view of risk management in investment firms. He has a background in risk management from his time leading Fidelity Investments where he was President and Division Head of Portfolio Advisory Services. Cornell has also experience in industry from his time as co-founder and Managing Partner at Fiduciary Wealth Partners, where he has provided risk management services to institutional clients. In his previous work, Cornell has helped to develop and then lead a team of investment bankers and managers who provide risk management and investment advice to clients in the securities, banking, insurance, and real estate industries.Cornell believes that leaders in the industry must be able to see the big picture, and believes that risk management should always be considered part of a structured decision making process. Cornell believes that, “When you have a clear understanding of what you’re trying to do and who your clients are, it’s easier to make sound risk management decisions that are both appropriate and profitable.” This is a key philosophy at The Bollard Group, which is known for providing risk management and investment advice to clients in the securities, banking, insurance, and real estate industries.Cornell is also known for his innovation and creativity. He holds a B.S. in Economics from Yale University and a M.B.A. from the University of Chicago Booth School of Business. Cornell is a member of the American Association of Business Schools and the National Academy of Business Management.

🎓 Education

James K. Cornell has an undergraduate degree from the University of North Carolina at Chapel Hill and a graduate degree from Harvard Business School. Cornell has also studied at Harvard University, John F. Kennedy School of Government, and University of Pennsylvania - The Wharton School. In total, Cornell has Education that has allowed him to have both a successful career in business and a successful academic career. Cornell is currently a professor at the University of South Carolina School of Business.

💡 Technical & Interpersonal Skills

James K. Cornell has been in the investment management industry for over 20 years. In that time, he has worked in a number of positions including Managing Director at Quadra Capital Partners, President and Division Head of Portfolio Advisory Services at Fidelity Investments, and Co-Founder & Managing Partner at Fiduciary Wealth Partners. As a Managing Director at Quadra Capital Partners, James was responsible for the management of a highly placed $160 billion private equity fund. He was also responsible for developing and implementing portfolio strategies for the fund which helped Quadra Capital Partners achieve strong results over the years. Prior to his role at Quadra Capital Partners, James was President and Division Head of Portfolio Advisory Services at Fidelity Investments where he was responsible for the development and implementation of individual investment strategies for over 1,000 retail clients. At Fidelity Investments, James was also responsible for developing and implementing rules and regulations for the company which helped the company achieve strong customer relationships. As a result of his previous positions at Fidelity Investments and at Quadra Capital Partners, James Knowledge and experience in investment management, investment strategies, and rule-making will be a huge asset to The Bollard Group LLC.