About Blair Cannon
Blair joined UBS Private Wealth Management as a Senior Vice President in 2015 and focuses on providing comprehensive wealth management and investments solutions to ultra-affluent entrepreneurs, corporate executives, families and foundations. With over 16 years of industry experience, Blair concentrates on creating and managing customized strategies for clients - from estate and philanthropic planning to portfolio construction, alternative investments, liquidity management, banking, lending and insurance solutions. As a dedicated Private Wealth Advisor, he taps into the full depth and breadth of... Read More
Blair joined UBS Private Wealth Management as a Senior Vice President in 2015 and focuses on providing comprehensive wealth management and investments solutions to ultra-affluent entrepreneurs, corporate executives, families and foundations. With over 16 years of industry experience, Blair concentrates on creating and managing customized strategies for clients - from estate and philanthropic planning to portfolio construction, alternative investments, liquidity management, banking, lending and insurance solutions. As a dedicated Private Wealth Advisor, he taps into the full depth and breadth of UBS platforms, global expertise and thought leadership to partner with his clients and help them meet their most important goals.
It's more important than ever to have the steady guidance of an experienced team of Private Wealth Management professionals that understands the challenges you face throughout life's important personal and business milestones.
Previous Experience
Vice President, Financial Advisor with Bernstein Private Wealth Management
Managing Director, GE Capital GE Capital - structured debt and equity solutions for large-cap institutional clients
Credentials and Designations
M.B.A. from Pepperdine University and B.A. from University of California,Irvine
Private Wealth Advisor designationEndowment and Foundation Consultant designation
UBS's Portfolio Management Program (PMP) designation
Holds FINRA Series 7 and 66 securities licenses and is a licensed California insurance agent(License #:0L87042)
Forbes "Best in State Advisors", 2019
Life
Philanthropy is a core tenet to Blair's personal mission and he is dedicated to improving the lives of at-risk youth.
Board Member for the San Diego County YMCA and sits on their Finance and Investment CommitteesBoard Member for Humans Against Trafficking
Past Board Member for the Monarch School for children impacted by homelessness. Raised over $1 million for at-risk youth by swimming the Catalina Channel (21 miles, 2011),circumnavigating Manhattan Island (28.5 miles, 2012), and completing a world record setting 228-mile relay from Santa Barbara to San Diego (2013) and other participation based-fundraisers
Accomplished four-time Ironman triathlete and has competed twice in the Ironman WorldChampionship in Kona, Hawaii
Blair lives with his wife, Dr. Kelsey Cannon, and their two children in Solana Beach, CA Read Less