MEET THE TEAM
We invest with your interests first.
Our team of portfolio managers and investment strategists believe in a team approach while guiding you through a lifetime of sound, responsible financial choices.
If you are ready to get started with a financial advisory firm that you can trust, contact CORDA Investment Management, LLC, today at 855.439.0665 to schedule your first appointment.
-
Bonner C. Barnes, AIF®President, Chief Investment Officer -
Brian RauppPortfolio Manager
-
John SchloegelPortfolio Manager
-
Jason Iacobucci, AIF®Director of Business Development & Client Relations
-
Randy Kratz CFP®Director of Financial Planning
-
Rajin JoshiFinancial Planner
-
Yara AlbertoFinancial Analyst
-
Eyal LavieRegional Vice President – Investment Strategy
-
Ross GormanRegional Vice President – Investment Strategy
-
Keith RobertsCompliance Officer
-
Sherri PiescheClient Support Specialist
-
Teresa QuealClient Support Specialist
-
Terry MendozaClient Support Specialist -
Duane DavisSenior Relationship Manager
-
Terrance PuhlSenior Relationship Manager -
Jeffrey DodsonSenior Relationship Manager
-
Craig FowlkesSenior Relationship Manager
-
Kevin HopkinsSenior Relationship Manager
-
Brooke Hudson NaghaviSenior Relationship Manager
-
Ryan PetrySenior Relationship Manager
-
Tim WolfcaleSenior Relationship Manager
-
Shane M. BulgerinSenior Relationship Manager
-
Denna QuinonesRelationship Manager
READY TO START A CONVERSATION?
Call us at 855.439.0665 or send us a message below.
