Jonathan embraces his role as an Investment Strategist where he is able to share CORDA’s contrarian investment approach with prospective clients. Jonathan has a passion for learning more about an individual’s lifelong plans and goals and then creating an investment strategy that helps them achieve it. He believes that having a contrarian mindset and ignoring the “noise” are the first steps to making wise investment choices. Jonathan joined the CORDA team in 2011 and offers 15 years of investment and banking experience. He graduated from Texas State University and holds the Accredited Investment Fiduciary (AIF) designation.