Jordan Waring Bio

Jordan Waring is a highly skilled and accomplished leader with a wealth of industry experience spanning over 35 years. He possesses a hands-on approach to leadership and is renowned for his dynamic and visionary abilities. As a key figure in his role, Jordan holds accountability for defining the company's vision and goals, setting and implementing the global strategy, and ensuring a highly proficient team to meet and exceed corporate objectives. Jordan's success is a product of his longstanding devotion to founding, developing, managing, and investing in numerous successful businesses throughout the financial services industry since 1986. He has held several senior leadership positions, including CEO and managing partner, during his tenure of over 20 years. The pinnacle of Jordan's past accomplishments includes the remarkable growth of the team at Auriga USA, where he served as CEO. Under his leadership, the team's headcount grew from three to more than 75, while simultaneously navigating the complexities of the 2008-2009 financial crisis, emerging successfully and highly profitable. Following his tenure as CEO, Jordan founded various successful fixed income proprietary trading operations in consultation with organizations such as Aalto Invest, UK, and BH Securities a.s., the Czech Republic. Jordan Waring's exceptional career history and expertise in the financial services industry make him a highly respected and formidable leader.

Neil Fillary Bio

Neil has an extensive background in capital markets, wealth, investment & asset management with expertise in venture capital. With over 20 years of experience in leading financial institutions including senior executive roles at J.P.Morgan and Deutsche Bank, he is also a Multi Family Office Group Founder, a Co-Founder and early-stage investor in several early stage financial technology companies.

Jim Webb Bio

With over 33 years of accomplished leadership and deep expertise across the wealth management landscape, Jim is uniquely qualified to spearhead the continuing growth and success of our US operations. Jim currently oversees three broker-dealers and has extensive experience acquiring, building and scaling a range of firms, from small boutiques to large enterprises. This firsthand knowledge equips him with keen insight into the nuances and complexities of delivering white-glove service while managing multifaceted wealth management operations. Well-respected for his strategic vision and ability to identify growth opportunities, Jim also heads an SEC-registered investment advisory firm and full-service insurance agency. He leverages his passion for the industry and commitment to excellence to develop trusted advisor relationships with clients. Currently serving his third term on FINRA's South Region Committee, Jim is a sought-after speaker and panelist at industry conferences. His decades of experience provide the ideal foundation to lead our organization in empowering families and advisors to make better informed wealth management decisions. With his balance of leadership capabilities, technical expertise and human touch, Jim is the perfect fit to spearhead our continuing innovation and growth while upholding our highest standards of service.

Alfredo Raez Bio

Meet Alfredo Raez - a dynamic and accomplished leader with an impressive track record in global business optimization and risk management. As the driving force behind the implementation of policies and procedures, Alfredo ensures that management operational risks are minimized, setting the bar high for excellence in his field. Prior to his current role, he served as Chief Operating Officer at Cardea Corporate Holdings, where he successfully implemented business strategies and optimized operational capabilities on a global scale. Alfredo has gained extensive experience in portfolio management through senior roles in asset management, private banking, and insurance. Throughout his 10-year tenure at Aegon Asset Management in Spain, he demonstrated exceptional skills in fixed income asset allocation, asset-liability and regulatory risk management. Passionate and knowledgeable, Alfredo's career began at the elite Goldman Sachs and Credit Suisse in Zurich, where he held various positions in financial markets. He subsequently worked as a credit salesperson for Auriga Securities in Madrid and as a fixed income strategist for LGT Capital Management in Vaduz and Zurich. Alfredo earned his MBA in Madrid and studied Financial Economics in Zurich, marking him as an exceptional talent with a diverse range of skills that transcend borders.

Andrea Angelone Bio

Andrea has 30 years of experience in global financial markets. He started his career at JPMorgan in 1994 and his early responsibilities included posting in the Milan, London, Frankfurt, New York offices across a range of activity: Credit, Treasury, Fixed Income Trading, Equity Derivatives trading and Equity Finance. He joined the Equity Finance business in 1998 and he was a major contributor in the building of the global delta1 and financing franchise. Following the acquisition of Bear Stearns, Andrea has been co-leading JPMorgan Financing and Securities Prime Brokerage business, a team of several hundred people across the 3 regions. In 2011 Andrea was asked to lead the newly set up Equity Treasury Team, to develop a centralized funding, liquidity and asset & liability management function within JPMorgan Equity division. After leaving JPMorgan in May 2013, Andrea has co-founded Amagis Capital Group, an independent financial advisory and alternative asset management firm. He is an active Angel Investor and sits as advisor and director of several fintech SMEs. Andrea is adjunct professor of Finance at IE Business School of Madrid

Rob Sargent Bio

Rob Sargent is a highly accomplished investment professional with an impressive track record spanning over three decades. With a wealth of experience in the industry, Rob has held several key positions, including the prestigious role of CEO of Asset Management for Europe and Asia at Morgan Stanley. During his tenure at Morgan Stanley, Rob was responsible for overseeing the management of a vast portfolio of assets, including equities, fixed income, and alternative investments. In addition to his role at Morgan Stanley, Rob also served as Executive Chairman of Aalto Invest, where he played a pivotal role in driving the company's growth and success. His extensive industry knowledge and expertise have made him a sought-after advisor and mentor to many aspiring investment professionals. At Cardea, Rob brings his wealth of experience and expertise to the table, helping the company to navigate the complex and ever-changing investment landscape. His deep understanding of the industry, coupled with his strategic vision and leadership skills, make him an invaluable asset to the team.

James Phillips Bio

James has worked within Wealth Management for over 35 years. Having spent the majority of his career in the UK with Lloyds Private Banking, he relocated to Switzerland over 15 years ago working for Credit Suisse as Director on their UK team, then overseeing the Swiss business of Artorius as a founding employee until the business sale in 2022. James joined Trinkler Partners in Zurich just when the Cardea Europe acquisition was being finalized, and heads up the UK and Northern Europe markets, including Netherlands and Scandinavia. James acts as trusted adviser to a number of wealthy families and individuals, as well as focusing on transactions in Real Estate, Corporate Advisory and private and institutional Financing. He has acquired a deep understanding of UK tax planning opportunities during his career, including supporting Non Domicile clients and those clients considering succession strategies for future generations. Providing unconflicted impartial advice is an integral part of James’ offering to clients.

Aldo Mascella Bio

Aldo was the First Vice President with Banca della Svizzera Italiana AG (BSI AG) in Zurich from 1998 to 2014 as a client adviser for national and international clients. From 1996-1998 he was with Banque Scandinave en Suisse, working as a private banker, covering international clients. From 1993-1996, Aldo was also responsible for Italian clients with Bank Leu AG. Prior, from 1987-1993, he was an active client advisor for a leading family office in Zurich. From 1972-1987, after having finished his vocational training with Bank Leu AG in Zurich, Aldo was responsible for client coverage in the Adliswil branch of the same bank.

Annick Lauper Jäger Bio

Annick worked from 1995–2017 for UBS AG. From 2011 until her move to Trinkler & Partners LTD, she served as Senior Client Advisor to HNWI clients, mainly in France and Switzerland. After being promoted to director in 2003, she served as senior client relationship manager at UBS Global Asset Management until 2011, where she was responsible for the distribution of UBS funds to third-party banks. Moreover, she was responsible for the development of innovative fixed income fund products. From 1997-2003, she led a team of portfolio managers at UBS Wealth Management, with a focus on European equities.

Nicholas Hodson Bio

Nick brings a depth of experience and investment management domain expertise having managed portfolios in the wealth, asset, and investment management landscape for over 25 years with Credit Suisse, Lloyds Private Bank and Mercury Asset Management. He has shown impressive knowledge and understanding of Global Market Risk and an efficient approach to portfolio construction, manager selection and asset allocation – his leadership and competent convictions coupled with disciplined risk management processes, will be a real asset to the firm.

Maximilian Bohme Bio

Max started his career in finance in 2007 at Credit Suisse, joining the Credit Suisse UK/Ireland Private Banking team as assistant relationship manager focusing on HNW and UHNW clients. In 2015, he joined the founding employees of Artorius Wealth in Zurich, helping to set up the Swiss business and overseeing day to day office responsibilities and working closely with clients and advisers servicing mainly UK, Middle East and Dutch clients. Following the sale of the Artorius business in 2022, Max joined Trinkler & Partners, subsequently acquired by Cardea Capital, as Client & Office Manager. His main responsibility is to continue supporting clients as well as management and ongoing business strategy. Max prides himself on providing exceptional service to clients domestically in Switzerland, across Europe, UK and Middle East.

Kendall Borchardt Bio

Kendall is a seasoned veteran in the financial services industry, with over 25 years of experience under her belt. Her journey began in 1993 at Dean Witter/Morgan Stanley in Houston, where she quickly made a name for herself and transitioned to the investment advisory side of the business. Kendall's expertise in handling the financial needs of high-net-worth professional athletes was unparalleled, and she soon made a shift to the fee-based consulting side of the business. Throughout her career, Kendall has worked with a diverse range of financial advisors, including registered investment advisors, single family offices, foundations, wirehouses, and independent advisors. She firmly believes that this business is relationship-driven, and her success is a testament to her unwavering commitment to delivering a high-end service level. Kendall's niche, specialized investment offering, coupled with a simple and user-friendly interface and exquisite service, helps advisors deliver an exceptional and unique offering to their clients, setting them apart from their competition. Kendall holds a B.S. in Economics from the University of Houston and has successfully passed several regulatory exams, including Series 7, 24, 63, and 65. She has also attained the Accredited Investment Fiduciary® (AIF) designation from the Center of Fiduciary Studies. In addition to her professional achievements, Kendall has served in numerous board positions at the local Georgia chapter of the Financial Planning Association (FPA), including President in 2011 and Chairman in 2012. She also serves as the Treasurer and coaches multiple sports for Special Ks, a division of the Special Olympics Georgia. When she's not working, Kendall enjoys playing pickleball, traveling, sailing, and spending time outdoors with her family.

Stephen Philp Bio

Steve has extensive experience in capital markets, wealth management and trust services. Having established alternatives groups at RBC and Scotia Capital he is well-versed with the risk, operational and compliance concerns of developing and delivering complex financial products to institutions and high-net worth families. More recently, he has served in various senior consultancy roles to US and international investment advisors and brings a unique perspective to the management of cross-border investment businesses.

Kenneth Jackson Bio

Kenneth joined Cardea Capital Group on September 14, 2022, as Chief Operating Officer. Prior to joining the firm, he spent more the 25 years in the financial services industry. A significant portion of that time was spent with Delaware Investments, a member of the Macquarie Group in Philadelphia, PA, and Herndon Capital Management in Atlanta, GA in various investment and leadership roles. Additionally, Kenneth has worked at Balentine and Synovus where he led the trading efforts for the Family Office, Wealth Management and Institutional teams. Outside of Cardea Capital Group, Kenneth sits on the board of directors for the Georgia Council on Economic Education and the Georgia Securities Association. In addition to his board of directors’ duties, he’s also a Life Member of the Omega Psi Phi Fraternity, Inc. Kenneth received a Bachelor of Science degree in Finance from Hampton University.

Cristina C. Acosta Bio

Ms. Acosta serves as Managing Director of Wealth Management and Head of Latin America. She leads the group's expansion into the region, advising Latin American high‐net‐worth families and individuals on wealth management and investment strategies. Previously, Ms. Acosta spent a decade directing similar initiatives at two international wealth management firms in Zurich and Miami. During the decade prior, she directed wealth and investment strategies for families while at JPMorgan Private Bank in NY and UBS Geneva. Ms. Acosta began her career with the team that launched Fidelity Investments first efforts in Latin America in the 1990s. She is a member of several family investment committees and holds FINRA’s Series 65 license.

Christopher J. Hanson Bio

After a successful career in public accounting and consulting, Chris Hanson CFP® decided to explore a long-held interest in financial planning. In short order, his interest proved to be his passion. With 10 years of experience, Chris has built a client base that values his solutions to financial complicated financial scenarios. Chris believes that one of the pillars of a successful financial plan is a strong relationship between the client and planner. Open communication, mutual trust and solid strategies enable clients to take the necessary risks required for long term success. His goal is to enable clients to grow assets and meet financial goals so they can go about living the rest of their life with peace of mind. He earned his BBA from the Isenberg School at Management at the University of Massachusetts Amherst. Chris also attained an MBA from the F W Olin Graduate School of Business at Babson College. A licensed CPA in Massachusetts, he has passed the Series 7 and 65 regulatory exams. Chris has presented financial planning workshops at Boston hospitals, labor unions, and councils on aging. In his off time, he enjoys biking, golf, kayaking and spending time with friends and family.

C. Bryan Wood Bio

Bryan Wood is a Senior Financial Advisor. He was instrumental in establishing Cardea in 2019 by serving as the company’s initial COO and CCO. Bryan has also served as a representative of the firm as an advisor to clients through Wood Investment Group, a position he continues to hold. Previously, Bryan was Principal and Equity Partner of Ironshore Capital and its legacy company. In this capacity, he managed the investment, positioning and sales of $100 million in residential and commercial real estate projects throughout the southeastern U.S. Prior to his work with Ironshore, Bryan spent ten years as a Vice President with Wachovia Bank (now Wells Fargo, NYSE:WFC), initially serving high net-worth clients in Private Banking and transitioning to the Small Business Banking division where he focused on the planning, investment management and borrowing needs of affluent individuals and their businesses. Bryan began his thirty-year banking career with Barnett Bank (now Bank of America, NYSE:BAC) in Orlando, Florida, where he served as Analyst, Bank Manager, Compliance Officer and then Commercial Banking Officer before returning to his native Atlanta to serve his community. Bryan earned a B.B.A. in Finance from Mercer University and is a Certified Financial Planner™ professional. In addition to securities examinations, he has previously held Georgia Insurance Licenses in Life, Variable Life Products, and Accident and Sickness as well as Georgia and Florida real estate licenses.

Daniela Emanuele Bio

Ms. Emanuele joins Cardea Capital Group as a Senior Client & Operations Specialist with over 20 years of experience in International Wealth Management. She started her professional career at RBC in Argentina, and later moved to Miami in 2002. While working for RBC, Ms. Emanuele held several positions dedicated to fulfilling the needs of Ultra-High-Net-Worth clients. Her experience includes seamless customer service expertise, business development, and account management. Ms. Emanuele also has experience in other areas of the financial industry including compliance, documentation, credit, fiduciary solutions, investments, and insurance. Previously, Ms. Emanuele worked for MAXIMAI Investment Partners, a Registered Investment Adviser in Miami, focusing on the operations side of the business, and as Relationship Manager at Crédit Agricole and EFG Capital. Ms. Emanuele obtained a Bachelor of Science Degree in Business Administration with a minor in International Business from Florida International University.

Pat Thomas Bio

Pat has over thirty years of experience in the financial markets, and he holds a finance degree from Purdue University. As a Financial Advisor for Cardea Capital, Pat can help individual investors, endowments and pension plans construct an optimal portfolio for any desired level of risk. Equity and fixed income portfolios managed for clients are broadly and effectively diversified, low cost and structured based upon seventy years of academic research about optimal asset allocation to achieve respectable returns over time while keeping volatility manageable. The portfolios are designed to be for the long-term. Pat and the Account Servicing team at Cardea provide thorough and prompt service to all clients.

Desmond Baker Bio

Desmond Baker - a career chameleon who pivoted from healthcare to wealth management in 2016 - has proven that taking risks pays off big. Initially joining Cardea to jumpstart his finance career, the go-getter quickly became a star player in operations and client services. As Desmond's fascination with investment trading and advisory billing grew, so did his expertise in portfolio and investment management - making him an invaluable asset to the Cardea Operations Team. With an insatiable hunger for learning and a genuine passion for the industry, Desmond continues to crush it every day.

Brandon Waring Bio

Brandon Waring is a Web Content Administrator at Cardea. He’s responsible for managing and updating dynamic content across the company’s websites in the U.S. and Europe. Brandon also helps implement digital marketing campaigns and communications programs that support growth and other business objectives through traditional and emerging media.

Diego Sanchez Bio

Diego Sanchez is the Director of Global Finance at Cardea. He has more than 20 years of experience in financial departments, 15 of them as a Manager/Director. He has developed his career working in multinational companies and has 15 years of experience in the financial industry, including the investment and financial direction of a corporate private equity fund. Diego is experienced with regulatory reporting and finance instruments including fixed income, equity, private and hybrid debt, and asset securitization. Before joining Cardea, Diego worked as CFO and Deputy CEO of a Corporate Business Travel company, Artificial Intelligence based and backed by Private Equity and Investment Funds. Diego holds a BS degree in Economics and Business Administration by the Universitat de Barcelona and several postgraduate degrees, including a Program for Management Development by IESE Business School. He was adjunct professor in Finance for 4 years in the Global Executive MBA at a local Business School (EAE), prior to joining Cardea.

Javier Benavides Bio

Javier joins Cardea with 30 years of experience in financial markets in the fixed income universe with institutions including Credit Suisse, Bear Stearns, HSBC and RBC. With a strong focus on sales, service and achieving financial objectives, Javier complemented this rich experience with running his own company over the last 6 years. With multiple roles combining sales and managing the day-to-day running of the business, Javier brings a deep understanding of the need to balance business imperatives with solid processes and methodologies to ensure a company can grow on solid foundations. With an international education in the French Baccalaureat followed by a bachelor's in economics and a master's degree from City, University of London. Javier is fluent in Spanish, English and French and represents a great asset for an international group like Cardea.

Marc Rubio Bio

Marc Rubio is a M&A and Strategy Associate and is responsible for helping to drive the M&A strategy forward at Cardea. His skills make him an invaluable asset to the team for all M&A activities and for the development of integration plans to drive synergies from each acquisition. Marc identifies trends and developments in competitive environments and presents findings to senior management. His responsibilities include the development of projections, reports and presentations of the impact of a merger/acquisition on the organization. Graduating from the University of Barcelona with a Bachelor in International Business and specializing in Finance at the University of California-Irvine and the Hong Kong Polytechnic University, Marc poses an international background and extensive knowledge of American, Asian and European financial markets, with professional experience in Real Estate, Consulting and Banking prior to joining Cardea.

Veronika Trinhova Bio

Veronika Trinhova is the Office Manager for Cardea’s London-based office. She has several years of experience providing exceptional executive and personal administrative support, as well as overseeing and running office coordination.