Meet the TeamCORDA Investment Management
Meet the TeamCORDA Investment Management
Opportunity is found not in the consensus, but in the contrarian.
Bonner comes to work every day to build better portfolios to help clients of CORDA achieve their financial goals. Bonner has a passion for finding great companies that are out of favor with Wall Street and the investing public that pay great dividends to their shareholders and can grow over time. Much like Bonner’s involvement in cycling, to succeed one needs to stay disciplined and steadfast in the process.
With over 35 years experience navigating the securities markets, Bonner founded CORDA in 1999 and continues relationships with clients, some now more than 25 years. Bonner graduated from Duke University and holds the Accredited Investment Fiduciary ((AIF) designation.
Bonner has been a guest on CNBC and recognized by Barron’s and Forbes as one of the top 1,200 advisors in the country.
Brian works on the Portfolio Management team and serves on the Investment Committee at CORDA. He earned a degree in Economics from the University of Wisconsin-Madison and an MBA from Sam Houston State University. Brian began his career as a market maker in the CBOE and CME options trading pits and he draws upon those experiences to identify and reduce risk in client portfolios, while keeping a close eye on potential opportunities that might present themselves.
Outside of the office, Brian enjoys spending time with his wife and two young kids, as well as traveling and playing guitar. Despite a couple shaky knees slowing him down, Brian enjoys competing on the basketball court and golf course. He carries that same competitive spirit into the office when building portfolios of undervalued, dividend paying businesses for CORDA clients.
My love for investing began at the age of 10 when my father bought me some shares of stock in Disney. I’d watch the stock price rise and fall in the daily newspaper and feel the thrill as my very own investment increased in worth. I knew then that I would have a career in the financial industry.
I whole-heartedly believe life mimics the capital markets and building a portfolio that can withstand the occasional speed bump or two will ultimately lead to success. I also find that dividends (and dividend growth) are the necessary oxygen to a portfolio, and capital appreciation will occur if quality businesses are purchased at the right price.
I apply these beliefs in my career as a Lead Portfolio Manager, overseeing a research and trading team. There’s nothing better than seeking to uncover exceptional investment opportunities, developing strong relationships, and delivering peace of mind in good markets and bad.
Proud Career Moments Include:
When I’m not busy with investments, I put my copywriting and web-marketing skills to work whenever possible. Away from the office, I travel the world cycling and long-distance running. I am also an avid music lover, having once played the drums in a rock band. My two children are growing up fast – one a teenager and the other a young adult; but they keep me grounded – and we have been able to grow together and have lots of laughs (and tears) and fun along the way.
Jason is the Director of Business Development & Client Relations for CORDA Investment Management LLC. With 20 years of experience, Jason coordinates a team of professionals that help meet the financial needs of high net worth families. The CORDA team focuses on providing personalized service, investment management and financial planning solutions to families across the country. If you ask Jason, he feels fortunate to share his passion for investing, personal finance, and helping people.
Jason and his wife Rachel had a mortgage burning party in their early thirties. Together they have a full family life with three children and two dogs. Jason brings an entrepreneurial spirit to investing and the firm. He loves making & eating salsa, mountain biking, riding bikes and swimming with his kiddos, cooking, hopefully watching hockey, and studying the art of investing.
Jason holds the Accredited Investment Fiduciary designation.
Randy has specialized in developing creative strategies that help clients live comfortably and retire confidently for over 28 years. Randy’s expertise in financial planning (or lifestyle planning as Randy prefers to call it), plus CORDA’s asset management provides a powerful combination that can help clients feel great about their financial world, both now and in the future.
Randy holds a BS in Communications from the University of Texas at Austin, earned the Certified Financial Planner® designation in 1999 and has achieved a National Social Security Advisor certificate from the National Social Security Association, LLC (NSSA®).
In his personal time, Randy is an avid runner, yoga practitioner and owns a small farm in southern Kentucky.
Rajin, originally from Nepal, moved to the USA in 2003 where he developed an appreciation for investments and financial planning. He obtained his MBA in Finance from Johnson and Wales University and in 2022 he earned a Financial Planning Certificate from Boston University. Rajin has an extensive background in investment and retail banking and has worked with the National Association of Personal Financial Advisors and is a member of the Financial Planning Association. He currently is on the path to earn his Certified Financial Planner (CFP®) designation.
In his spare time, Rajin enjoys meditation and yoga and playing different sports including soccer, biking and tennis.
Yara is a skilled Financial Analyst capable of identifying and analyzing financial trends and formulating effective, successful financial strategies. She earned an MBA degree in Finance at the University of Houston-Downtown and has worked in the financial services industry for approximately 10 years.
Yara believes, “information is the key to success, and the best way to affect change is by organizing and presenting information in such a way that it can make a difference.”
Outside of the office, Yara enjoys swimming, cooking, and karaoke nights with her husband and two children. She speaks Portuguese, Spanish and has lived in 4 different continents of the world.
Eyal wakes up every morning with a strong passion and motivation to help people achieve their financial goals through a strategy discussion about their existing portfolio and objectives. Eyal incorporates his experience as an engineer into the portfolio analysis process, and determines whether the CORDA strategy and philosophy is a good fit for each client. As a former professional basketball player, Eyal understands the importance of a team effort in winning long term. He works alongside with the rest of the Corda team to provide the best solution possible using the most efficient strategy.
With over 15 years of experience in the securities markets, Eyal worked as a financial Advisor focusing on financial planning. Prior to joining the financial community, Eyal gained 5 years of Real Estate investment and construction experience in some international markets. Eyal holds a B.Sc as a Water and Soil Engineer from the Technion, The Israeli Institute of Technology.
Ross has been in the financial services industry for 30 years helping clients achieve their hopes and dreams. He is driven by two things, doing the right thing and doing things the right way.
Doing the right thing. The client is not only the first priority, but the only priority. Making sure your needs are understood and the solutions provided are in your best interest are what being a fiduciary is all about. It begins with having a personal and professional relationship, builds with trust over time and never ends. When you work with Ross you will always feel appreciated and cared for.
Doing things the right way. Ross’ grandfather was an amazing man. As a farmer in rural north Texas, he instilled work ethic and honesty into all his children and grandchildren. “Anything worth doing is worth doing right” is a tradition Ross carries to work with him each and every day. Communication, education and integrity are important factors when building relationships and making commitments. Full disclosure – honesty and integrity are things you can expect from Ross.
Ross and his wife Debbie are active in their community, enjoy all outdoor activities, and love french bulldogs. They have four children and one grandson. The time they spend together and with family is the best time of all.
Keith is the Compliance Officer for CORDA and comes to the firm with a wide array of industry experiences, including Compliance, Operations, and Finance. He has held management and leadership positions in both broker-dealers and investment advisors and enjoys establishing programs specifically tailored to a firm’s business model and practices, always with a passion for meeting the needs of the client. Keith is a Certified Anti-Money Laundering Specialist and has served on an array of industry committees. A native Texan, he holds a BBA in Finance from the University of Texas at Austin and has worked continuously in the financial services industry his entire career.
Outside of the office, Keith enjoys the outdoors, gardening, reading, and the occasional round of golf.
Sherri’s focus is always one of service and helping others. With a great many years in financial services, Sherri brings experience, patience and diligence to the operations team and their contribution to caring for CORDA clients. By coordinating much of the systems, reporting and paperwork, the operations team frees up the rest of the team to prioritize their days.
When not in the office, Sherri looks forward to spending time with family, volunteering and generally enjoying the warmer weather.
As part of the Operations team at CORDA, Teresa works closely with our clients to assist with the onboarding process of new clients and maintaining ongoing client service for our existing clients. She also serves as a point of contact for our third party custodians.
As a native Texan, she completed her collegiate studies at the University of Texas at Austin studying Elementary Education. Away from the office, Teresa enjoys spending time with her family, staying active and the occasional round of golf.
Terry brings zeal for client service and a can do attitude to helping our clients exceed their goals. Previous to CORDA, she was in the water industry for 8 years with a company who drilled and serviced water wells all over the world. Terry is a mother of 4 and a proud grandmother of 3. She loves to read, go camping, and travel. A few of her favorite places are Thailand, Hawaii, Playa del Carmen, and Mazatlan. She is a dog lover and has a boxer named Zappa.
Olivia joined CORDA in January of 2023 as part of the operation team. She works directly with clients and our business partners to ensure an optimal client experience while assisting with new business, client service needs, distribution requests, and any necessary paperwork. Prior to joining the firm, Olivia served as a Client Service Specialist at an Independent advisory firm for over six years. Olivia brings a passion for increasing client experience and satisfaction to the team.
Olivia lives in Plano, Texas, with her husband, son, daughter, and one fur baby. Outside of work, Olivia enjoys spending quality time with her family.
Duane brings more than 30 years of experience guiding families through retirement and investment decisions and there isn’t much that he hasn’t seen in the capital markets nor the individual lives of his clients.
Duane’s long tenure as a banking executive and investment counselor will benefit clients as his steady and passionate demeanor have proven successful in helping investors attain their goals and achieve financial freedom.
Duane earned his Business degree from the University of Florida and continues to be an avid Florida Gator fan although he has spent almost his entire career in the state of Texas!
In his spare time, Duane enjoys cycling, traveling, music, water sports, and along with his wife Kim, visiting their two children, John and Brooke, in New York City.
Terry is involved with Business Development and Relationships at CORDA. Meeting with existing Clients while discussing markets, portfolios and client needs are filtered through his calendar. His Securities experience began in the 80’s and has worked with Bonner Barnes for over 25 years. Terry enjoyed a 15 year Major League Baseball career with the Houston Astros.
Jeff thrives on helping investors see the value of working one on one with a financial professional. The real payoff for him is seeing clients’ accounts grow and provide income during retirement. Professionally, Jeff is most proud of the relationships he has built with clients over a career that started in the early 90’s.
Jeff joined CORDA in 2013 with over two decades experience navigating the securities markets. He graduated from The University of North Texas with degree in Business Administration. He lives in Flower Mound with his wife Sara and son Luke.
Craig has loved living in Houston the past six years and working with Corda clients to help them achieve their investment goals. Craig previously spent time working in Buenos Aires, Argentina as a hedge fund analyst and risk manager, and prior to that he worked as an analyst on Wall Street. In addition to this investment experience, Craig was a small business owner in the medical servicing field. Craig’s time as an analyst was instrumental in honing his analytical skills, while his small business experience was a great vehicle to meet and work with numerous people. That’s why Craig feels fortunate that Corda gives him the perfect opportunity to combine his enthusiasm, skill and experience in the investment world with his genuine interest and enjoyment in working with people.
Craig earned a Chemical Engineering degree from the University of Arkansas, and remains an ardent Razorback sports fan. Go Hogs! While working as a loss prevention engineer after graduation, Craig developed a keen interest in stock analysis and investing. Pursuing that passion, Craig earned an MBA from the University of Chicago Booth School of Business allowing him to embark on a career in the investment world.
Kevin is passionate about CORDA’s disciplined approach to wealth management and brings his 20 years of experience in financial services, to the role at CORDA. He spent the last decade in a variety of management and regional management roles with a leading national brokerage firm, providing solutions to clients and team members alike. Over the years he’s worked with hundreds of families in developing and implementing retirement and wealth building strategies.
Kevin attended Iona College in New Rochelle, NY and also served in the U.S. Army Reserve. He’s completed 8 marathons, most recently the New York City Marathon, and also participated in, and won, numerous “competitive eating” (hot dogs, chocolate pudding, etc.) contests in the past. He and his wife and 2 children live in The Woodlands.
As a Senior member of the Relationship Management Team, Brooke focuses on providing knowledge and resources to help her clients simplify and navigate the financial markets. She has been in the industry since 2008, and has been helping clients work towards achieving their personalized financial and investment goals ever since. Prior to joining the CORDA Team in 2018, she helped investors access alternative sources of income and growth through the use of private equity and private debt instruments. Brooke’s expansive knowledge and experience provide a unique perspective to the CORDA Team.
Brooke is a graduate of Boston University and played 3rd base for the Boston University Women’s Softball Team. She is learning to play the cello, loves traveling the world, the Houston Astros, spending time with family and friends, and is an active member in the Houston community.
Ryan has been in the financial services industry since 2005. He has a passion for getting to know his clients on a professional and personal level in order to best meet their financial needs. Through his years he has developed his expertise in investment management, financial and investment planning as well as retirement planning.
Ryan graduated from Arizona State University with a degree in Agribusiness while pursuing professional golf management. He lives in Arvada, Colorado with his wife Lauren, daughters Daphne and Lillyana, son Donald and dog Harriet. In his free time he enjoys spending time with his family, going on walks and hikes, skiing, golfing, and traveling.
Tim has over 25 years’ experience in the financial sector with stints at global financial firms, insurance companies and banks while working for both institutional and individual clients. This gives him the depth of perspective required to be an effective advocate for CORDA clients and to help them make good decisions as they navigate the increasingly complex personal financial marketplace.
Tim holds a BA in Economics from the University of Florida and a Project Management Certificate from UCLA. He and his wife – and usually two or three rescue dogs – live in Austin. They have two sons, both currently pursuing graduate degrees.
Jamie comes to Corda with over 20 years of experience in the retail banking, insurance and financial services industry working with families in helping them achieve their financial goals. The majority of Jamie’s career was spent in a branch management role with a leading national brokerage firm matching clients with the resources and solutions to help them achieve success. He has a passion for financial planning and has earned the CFP® and RICP® designations in order to utilize his extensive financial services background to the benefit of his clients with a comprehensive approach to each unique situation. He believes in connecting on a personal and professional level and strives to create long lasting, meaningful relationships with his clients.
Jamie earned his BBA in Finance from the University of Texas at Arlington and in 2020 completed his Financial Planning Certificate from Florida State University as a pre-requisite to his CFP® designation.
Most weekends, you’ll find Jamie attending sporting events with his son Caleb and his wife Michelle, especially the University of Texas football games in the fall. He also enjoys running, golfing and spending time outdoors with friends and family.
Shane is excited to represent CORDA in the Senior Relationship Manager role, following his numerous years of referral partnership with both the firm and many of his colleagues. Prior to joining the CORDA team, Shane spent more than 15-years in the Financial Services Industry. During that time, he attained extensive experience working with both individual and institutional clients at various asset management firms, and within the many facets of the financial sector; to include mortgage lending, retail banking, discount brokerage and investment management. The focus of his career has been in relationship management and business development roles, working directly with high-net-worth clients to provide expertise and guidance for achieving specified financial goals. In summary, Shane’s experience provides him with unique perspective and considerable ability to be an effective advocate for CORDA clients and to help them make sound decisions as they navigate the increasingly complex personal financial marketplace.
Shane will be operating our San Antonio office location and is no stranger to Central Texas. After graduating from Texas State University with a Bachelor of Business Administration in Finance, he returned to the San Antonio Hill-Country where he has lived (in total) for more than 35-years.
Work Hard, Play Hard is the lifestyle Shane believes in. When he’s not in the office working with clients, he enjoys spending his days in outdoor activities such as golfing, shooting, archery, running trails, and riding jet-skis. Although he loves doing most anything that involves time spent in the company of family, friends and his two Boxers (Jaxson-12/Harley-3), his favorite memories tend to include a campsite, BBQ, and playing music by the campfire!
Damah earned a bachelor’s degree in finance from Stephen F. Austin University. She has continued her career with over 10 years of significant experience in finance and banking, explaining investment concepts, operations, trading, and portfolio management. In her time working for several major broker-dealers and a registered investment advisor, she has grown to be enthusiastic about investment planning and has a passion for partnering with clients to advocate for their personal financial needs.
Damah resides in Mesquite Texas, located just outside of Dallas where she has lived for almost 40 years. Damah’s family is small, just she and her mother, and they enjoy spending time together. In addition, she has a passion for serving her community, meeting new people, and building professional relationships. Damah enjoys networking with other professionals at the Dallas Tower Club, volunteering with the Women of Wall Street, and giving back to her community through the Turtle Creek Conservancy.
Joe is a portfolio analyst on the portfolio management team. Originally earning his degree in Electrical Engineering from the University of Massachusetts – Amherst he worked the early portion of his career in the defense industry. First at Electric Boat working on commissioned submarines and then working closely with the Naval Surface Warfare Center – Philadelphia Division on the surface fleet. However, a longtime interest in personal finance led to the decision to move out of engineering and into the financial world. Today he brings that engineering fastidiousness and attention to detail to the portfolio room when researching new businesses and opportunities.
Outside of the office, Joe enjoys hiking, playing softball and spending time with his fiancé and puppy as well as playing the banjo, piano, and reading.
Ray brings deep and broad experience in financial services and wealth management to CORDA, where he recently spent 15 years with one of the largest broker-dealers in the country as a Senior Investment Consultant, a Branch Manager, a National Investment Coach, and a Regional Director. His passion for helping families achieve their financial goals makes him a perfect fit for CORDA and the families we care for. When asked why you do what you do, his answer was “Too often I see people and families that work so hard for so many years without a clear direction or a plan who become frustrated later in life. If I can help them satisfy their needs and goals and help give them peace of mind, then I have served my purpose.”
Ray attended the University of Georgia and has a large family including five children and two grandchildren. He enjoys fishing and boating with his grandsons and his community involvement is focused on people with special needs.