Cameron Meares, CFA

Investment Analyst

Cameron Meares

I joined Cornerstone Wealth in April 2022, excited to bring my passion for investments and analysis to the team. Prior to Cornerstone, I worked in the Private Wealth Group at UBS as a Client Service Associate, where I gained valuable experience supporting clients and navigating complex financial solutions. Now, as an Analyst, I assist the Chief Investment Officer with ETF and mutual fund due diligence, macroeconomic analysis, and portfolio security selection. I’m also proud to be a member of the Investment Committee, helping to shape thoughtful strategies that align with our clients’ goals.

I graduated from the University of South Carolina in 2020 with a double major in Finance and Risk Management & Insurance. This education, combined with my professional experience, has given me a strong foundation in data-driven decision-making and a deep understanding of how to build portfolios that adapt to today’s dynamic markets. I’m motivated by the opportunity to contribute to innovative strategies and deliver meaningful results for both our firm and our clients.

Outside of work, I enjoy exploring all that Charlotte, NC has to offer, where I currently live. Whether working on investment solutions or spending time with friends and family, I value the balance between hard work and meaningful connections that make life both fulfilling and exciting.

Areas of Focus

  • Portfolio Construction

  • Manager due diligence

  • Security Selection

  • Fundamental Analysis

Education

  • BS Finance, Risk Management & Insurance – University of South Carolina

Professional Credentials

Chartered Financial Analyst(CFA)

Securities Exams Passed:

  • Series 66 -Uniform Combine State Law Exam

Office Location

Charlotte, NC