Published On

January 12, 2015

Published In

Press Release

Massachusetts’s capital becomes the 18th North American city with a TIGER 21 presence

Boston, MA (January 12, 2015) ‚Äì TIGER 21, North America’s leading peer-to-peer learning network for ultra-high-net-worth investors, has announced the formation of a new group in Boston, bringing the number of North American cities with a TIGER 21 presence to 18. The group, which will look to attract membership from across New England, will be led by James (Jamie) Cornell, an experienced investment leader with strong ties to the region.

TIGER 21 was founded in New York in 1999 to focus on improving Members’ investment acumen and market knowledge while exploring the challenging issues of wealth preservation, estate planning and family dynamics beyond finance. TIGER 21 now has more than 300 Members, who personally invest over $30 billion in total assets. In addition to several groups in New York, TIGER 21 has U.S. groups in Atlanta, Austin, Chicago, Dallas (2), Los Angeles, Miami (2), Palm Beach, San Diego, San Francisco, Seattle, Tysons Corner, VA, and Washington, DC as well as Canadian groups in Toronto, Montreal, Calgary, and Vancouver.

The Boston group will follow TIGER 21’s successful model of pooling collective intelligence from successful entrepreneurs and business leaders who meet monthly to exchange investment ideas and share personal experiences on a broad range of wealth-related topics. In addition to serving as a professional networking and educational platform, TIGER 21 offers Members unique access to direct and L.P. investment opportunities, including private equity, real estate and hedge funds, as well as connections to some of the leading traditional and alternative investment managers.

Cornell is Managing Partner of Fiduciary Wealth Partners LLC, a private investment advisory and asset management firm to affluent families based in Boston. He is also co-founder of Into the Fog, a private peer-to-peer investment group of 20 of the largest family offices in New England. Among the high-profile wealth industry positions Cornell has held are Managing Director at The Bollard Group LLC, one of the largest multi-family offices and registered investment advisers in the U.S. He also spent over 10 years at Fidelity Investments as President of Fidelity Private Wealth Management, Portfolio Advisory Services, Fidelity Personal Trust Company and Fidelity Estate Planning Groups.

Cornell is actively involved in a number of for-profit investment and financial technology boards including Segterra/Inside Tracker LLC, Covestor LLC, Resolute Ventures LLC, Clearbrook Capital and Pennington Human Dynamics among others.

“The Greater Boston area certainly has its share of very successful wealth creators across several different industries and an organization like TIGER 21 will undoubtedly be embraced by entrepreneurs and executives that understand the power of collective intelligence and learning from a network of highly successful individuals with unique perspectives,” said Cornell.

TIGER 21 creates a safe, secure environment for Members to explore critical issues affecting their lives. Through regular monthly meetings and an annual TIGER 21 conference, as well as through confidential exchanges on a private members-only data sharing network, TIGER 21 Members share their knowledge and experiences and help each other wrestle with issues relating to finance, investment strategies, leading managers and top advisors. Another important part of the curriculum focuses on philanthropy, estate planning, family, health, and issues of community involvement.

TIGER 21’s Headliner Series includes some of the leading investment and finance experts from around the globe and complements monthly Member meetings by providing access to the leading minds and experts to help inform Members’ own investment decisions.

“Jamie’s expertise and credentials are top-notch and we are thrilled that he will lead our Boston group,” said Jonathan Kempner, President of TIGER 21. “He truly understands the needs of high-net-worth investors and we expect the Boston group to thrive under his leadership.”

Cornell is a candidate for the Chartered Alternative Investment Analyst designation. He holds the Certified Investment Management Analyst and Certified Hedge Fund Professional designations. He is a member of the Investment Management Consultants Association, Association of Investment Management & Research and YPO/WPO. He graduated with a BA in Economics from UNC – Chapel Hill and Harvard Business School on a Fidelity-sponsored executive business school program.

About TIGER 21:

TIGER 21 (The Investment Group for Enhanced Results in the 21st Century) is North America’s premier peer-to-peer learning network for high-net-worth investors. TIGER 21’s over 300 Members collectively manage more than $30 billion in total assets and are entrepreneurs, inventors and top executives. TIGER 21 focuses on improving investment acumen as well as exploring common issues of wealth preservation, estate planning and family dynamics beyond finance. Founded in 1999, TIGER 21 is headquartered in New York City and has groups in Atlanta, Austin, Boston, Chicago, Dallas, Los Angeles, Miami, New York, Palm Beach, San Diego, San Francisco, Seattle, Tysons Corner, VA, and Washington, DC as well as Canadian groups in Calgary, Montreal, Toronto, and Vancouver. More information can be found at www.tiger21.com.