Jamie Cornell
Founder at Fiduciary Wealth Partners LLC
Profile
Mr. James K.
Cornell is a Managing Partner & Founder at Fiduciary Wealth Partners LLC and a Managing Director at Spinnaker Capital LLC.
He is on the Board of Directors at Segterra, Inc.
Prior to co-founding Fiduciary Wealth Partners, he spent approximately four years as a Managing Director of a multi-billion dollar, multi-family office, The Bollard Group.
Before The Bollard Group, he held many senior leadership roles at leading wealth and asset management firms, including serving as President of Fidelity Investments Private Wealth Management and of Fidelity’s Personal Trust Company.
While at Fidelity, he led the design and development of Fidelity’s private wealth management and financial planning tools.
Mr. Cornell also worked as a Chief Marketing Officer & Senior Vice President by Prudential Financial, Inc., a Senior Vice President-Marketing by FMR LLC, and an Independent Director by Covestor, Inc.
He received his B.A.
degree in Economics from the University of North Carolina at Chapel Hill.
Jamie Cornell active positions
| Companies | Position | Start |
|---|---|---|
Segterra, Inc.
 Segterra, Inc. Medical/Nursing ServicesHealth Services Segterra, Inc. engages in the development and marketing of a health and fitness analytics platform. It offers InsideTracker, which tracks and analyzes key biochemical and physiological markers and applies algorithms and scientific databases to determine personalized optimal zones for each marker. The company was founded by Richard Arnstein, Gil Blander, Christina Reich and David Lester in 2009 and is headquartered in Cambrdige, MA. | Director/Board Member | - |
Fiduciary Wealth Partners LLC
 Fiduciary Wealth Partners LLC Investment ManagersFinance Fiduciary Wealth Partners LLC (FWP) is an independent registered investment advisor and wealth manager headquartered in Boston, Massachusetts. The firm was founded by Preston McSwain and Jamie Cornell in 2012. FWP provides holistic investment counseling, family office governance, and integrated wealth planning for individuals, family trusts, charitable trusts and foundations. | Founder | 2011-12-31 |
Meach Cove Capital LLC
 Meach Cove Capital LLC Investment ManagersFinance Meach Cove Capital LLC (Meach Cove Capital) is a venture capital firm founded in 2022. The firm is headquartered in Cambridge, Massachusetts. | Private Equity Investor | - |
Former positions of Jamie Cornell
| Companies | Position | End |
|---|---|---|
Spinnaker Capital LLC
 Spinnaker Capital LLC Investment ManagersFinance Spinnaker Capital LLC (Spinnaker Capital) is a private equity firm founded in 1997 by Tas Parafestas. The firm headquartered in Boston, Massachusetts. | Private Equity Investor | 2014-09-30 |
| PRUDENTIAL FINANCIAL, INC. | Sales & Marketing | - |
Quadra Capital Partners LLP
 Quadra Capital Partners LLP Investment ManagersFinance Quadra Capital Partners LLP is an independent alternative investment management firm which was founded by Guillaume Touze in 2013. Headquartered in London, the firm offers investment solutions tailored for institutions and qualified private clients. | Private Equity Investor | 1997-09-29 |
Covestor, Inc.
 Covestor, Inc. Packaged SoftwareTechnology Services Covestor, Inc. operates as a online investment management platform. Its platform and technology allows delivering specialized active and passive investing solutions at a lower cost and with the benefit of online convenience. Its platform give investors access to institutional style investment strategies, delivered in the security of their own brokerage accounts. The company was founded by Perry Rael Blacher, Richard Kevork Tahta and Simon Veingard in 2007 and is headquartered in Boston, MA. | Director/Board Member | - |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Sales & Marketing | - |
Training of Jamie Cornell
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| PRUDENTIAL FINANCIAL, INC. | Finance |
| Private companies | 7 |
|---|---|
Spinnaker Capital LLC
Spinnaker Capital LLC Investment ManagersFinance Spinnaker Capital LLC (Spinnaker Capital) is a private equity firm founded in 1997 by Tas Parafestas. The firm headquartered in Boston, Massachusetts. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Covestor, Inc.
Covestor, Inc. Packaged SoftwareTechnology Services Covestor, Inc. operates as a online investment management platform. Its platform and technology allows delivering specialized active and passive investing solutions at a lower cost and with the benefit of online convenience. Its platform give investors access to institutional style investment strategies, delivered in the security of their own brokerage accounts. The company was founded by Perry Rael Blacher, Richard Kevork Tahta and Simon Veingard in 2007 and is headquartered in Boston, MA. | Technology Services |
Segterra, Inc.
Segterra, Inc. Medical/Nursing ServicesHealth Services Segterra, Inc. engages in the development and marketing of a health and fitness analytics platform. It offers InsideTracker, which tracks and analyzes key biochemical and physiological markers and applies algorithms and scientific databases to determine personalized optimal zones for each marker. The company was founded by Richard Arnstein, Gil Blander, Christina Reich and David Lester in 2009 and is headquartered in Cambrdige, MA. | Health Services |
Fiduciary Wealth Partners LLC
Fiduciary Wealth Partners LLC Investment ManagersFinance Fiduciary Wealth Partners LLC (FWP) is an independent registered investment advisor and wealth manager headquartered in Boston, Massachusetts. The firm was founded by Preston McSwain and Jamie Cornell in 2012. FWP provides holistic investment counseling, family office governance, and integrated wealth planning for individuals, family trusts, charitable trusts and foundations. | Finance |
Meach Cove Capital LLC
Meach Cove Capital LLC Investment ManagersFinance Meach Cove Capital LLC (Meach Cove Capital) is a venture capital firm founded in 2022. The firm is headquartered in Cambridge, Massachusetts. | Finance |
Quadra Capital Partners LLP
Quadra Capital Partners LLP Investment ManagersFinance Quadra Capital Partners LLP is an independent alternative investment management firm which was founded by Guillaume Touze in 2013. Headquartered in London, the firm offers investment solutions tailored for institutions and qualified private clients. | Finance |
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