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Senior Vice President of Investments Branch Manager of UBS Financial Services
FAMILY: Married 29 years with three children
EDUCATION: Indiana State University CIMA, Wharton School of Business
SUMMARY: Stockbrocker and Financial Planner since 1973, providing services such as regularly scheduled client reviews, monthly financial information disbursement through weekly seminars and periodic mailings, annual tax information updates, living trusts in conjunction with local attorneys, complimentary professional estate and financial plans and computerized monitoring of all investments.
OBJECTIVE: Mr. Cornell strives to provide the hightest quality and most personalized service for his clients. His primary goal as a Certified Investment Management Analyst throughout his thirty-one years of service has always been to handle each account with integrity. Mr. Cornell's philosophy is to see that integrity is stressed as the cornerstone of a business.
EMPLOYMENT HISTORY: In June of 2002, Mr. Cornell completed his thirty-one years in the investment business. In the 1970's, Mr. Cornell was the owner of Cornell, Klink and Associates, located in the Indianapolis area. From there, he moved to Dayton where for the past twenty years, he has been managing offices for major investment firms. In August of 1992, Mr. Cornell achieved his goal and the distinctive honor of being named a Partner in one of the premier investment firms in the country, J.C. Bradford and Company. In August of 2000, PaineWebber purchased J.C. Bradford and Company, and shortly thereafter, the firm became UBS PaineWebber. Now, in mid 2003, the firm is called UBS Financial Services, and Mr. Cornell currently manages the downtown Dayton office.
ASSOCIATION AND COMMUNITY ACTIVITIES: *Ohio Foundation for Mental Health, Board Member *Dayton Philharmonic, Past Board Member and Treasurer *Culture Works, Superstar Patron *Franklin Graham Crusade, Executive Chairman *Fairhaven Church, Active Member and Member of the Governing Board, Financial Secretary *Dayton Mayor's Prayer Breakfast, Member of the Steering Committee *Jerry Lewis Telethon, Sponsor and Volunteer *Leukemia Sociaty of America, Past Community Volunteer *Sigma Phi Epsilon Fraternity, Alumni *Breast Cancer Foundation, Board Member
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