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Meet the Corda Team

Our advisors believe in a team approach and we are here to serve you the same way we’d like to be treated ourselves

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  • Client Relations
  • Investment Strategy
  • Portfolio Managers
  • Relationship Partners
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President, Chief Investment Officer Bonner C. Barnes, AIF®
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Portfolio Manager Brian Raupp
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Portfolio Manager John Schloegel
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Portfolio Manager Dustin Slater
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Director of Business Development & Client Relations Jason Iacobucci, AIF®
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Investment Strategist Jeff Dodson
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Investment Strategist Jonathan English, AIF®
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Investment Strategist Eyal Lavie
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Investment Strategist Terry Puhl
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Client Support Specialist Sherri Piesche
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Client Support Specialist Teresa Queal
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Relationship Partner Kim Deutsch CFP®
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Relationship Partner Craig Fowlkes
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Relationship Partner Randy Kratz CFP®
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Senior Relationship Partner Jamie O'Neill, AIF®
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Senior Relationship Partner Samy Porrata-Doria
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Relationship Partner Diana Schrom
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Senior Relationship Partner Tim Wolfcale
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Client Support Specialist Terry Mendoza