Cameron Meares

Cameron Meares, CFA, serves as an Investment Analyst at Cornerstone Wealth Group, LLC in Charlotte, NC, where he assists the Chief Investment Officer in investment due diligence, macroeconomic analysis, and portfolio security selection. He is a member of the firm’s Investment Committee, contributing to the development of portfolio strategies that meet client objectives, particularly through thorough research and assessment of ETFs, mutual funds, and other public securities. His areas of focus include portfolio construction, manager due diligence, security selection, and fundamental analysis.

Prior to joining Cornerstone Wealth Group in 2022, Cameron worked at UBS within the Private Wealth Group as a Client Service Associate, where he supported high-net-worth individuals and provided comprehensive financial solutions. Earlier, he gained foundational experience as a Campus Representative at Adventis, focusing on financial modeling and investment analysis. Cameron's career is marked by a commitment to rigorous analysis and adapting portfolios in response to market conditions, delivering thoughtful and data-driven investment strategies.

Cameron graduated from the University of South Carolina in 2020 with a Bachelor of Science in Finance and Risk Management & Insurance. He holds the Chartered Financial Analyst (CFA) designation and has passed the Series 66 Uniform Combined State Law Exam. His expertise spans multi-asset portfolio management, including equities, fixed income, ETFs, and mutual funds, serving a diverse client base ranging from individual investors to business owners and retirees.