Cardea has a great depth of experience in wealth, asset and investment management through its highly motivated team of professionals.

We are client focused and you’ll have access to best-in-class registered investment advisors, independent fund advisors, and independent asset managers. We are solution orientated, managing wealth with an institutional grade process backed by time-tested investment strategies.

And as your needs change – we’re ready to change with them.

The Companies

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The People

Jordan Waring

Cardea Corporate Holdings, Inc.

Chairman & Group CEO

Jordan Waring Bio

Jordan Waring is a hands-on and dynamic leader. With more than 35 years of industry experience, he’s responsible for defining the company’s vision and goals, setting its global strategy and ensuring that the team’s execution matches corporate objectives.

Neil Fillary

Cardea Corporate Holdings, Inc.

International CEO & Group President

Neil Fillary Bio

Neil has en 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.

Rob Sargent

Cardea Corporate Holdings, Inc.

Executive Vice Chairman

Rob Sargent Bio

Rob Sargent has over 30 years of investment experience, including a position as Head of Asset Management for Europe and Asia at Morgan Stanley. Rob was also Executive Chairman of Aalto Invest and brings extensive industry knowledge and expertise to Cardea.

Alfredo Raez

Cardea Corporate Holdings, Inc.

Chief Risk Officer

Alfredo Raez Bio

Alfredo is responsible for the implementation of polices and procedures, ensuring management operational risks are minimised. Prior to this role, Alfredo held the position of Chief Operating Officer at Cardea Corporate Holdings; implementing business strategies and optimising our operational capabilities from a global perspective.

Andrea Angelone

Cardea Corporate Holdings, Inc.

Senior Advisor

Andrea Angelone Bio

Andrea Angelone is also a co-founder of Amagis Capital in charge of investments. He has previously worked for J P Morgan with roles including Global Head of Equity Finance and Global Co-Head of J P Morgan Financing and Securities Prime Brokerage.

Cristina C. Acosta

Cardea Capital Group, Inc.

Managing Director, Wealth Management, Head of Latin America

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.

Kenneth Jackson

Cardea Capital Group, Inc.

Chief Operating Officer

Kenneth Jackson Bio

Kenneth Jackson is the Chief Operating Officer at Cardea Capital Group. Prior to joining the firm in 2022, he spent more than 25 years in the financial services industry in various investment and leadership roles; including with Delaware Investments, the Macquarie Group and Herndon Capital Management.

Kendall Borchardt

Cardea Capital Advisors, LLC


Kendall Borchardt Bio

Kendall is President of Cardea Capital Advisors LLC as well as a Board Member of Cardea Europe AG. With over 25 years of experience in the financial services industry, Kendall believes in delivering a high-end level of service to achieve success.

C. Bryan Wood

Cardea Capital Advisors, LLC

Financial Advisor

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.

Pat Thomas

Cardea Capital Advisors, LLC

Financial Advisor

Pat Thomas Bio

Pat Thomas is a Financial Advisor at Cardea, supporting individual investors, endowments and pension plans in building an optimal portfolio for any desired level of risk. He has over thirty years of experience in the financial markets as well as a finance degree from Purdue University.

Diego Sanchez

Cardea Corporate Holdings, Inc.

Director of Global Finance

Diego Sanchez Bio

Diego Sanchez is the Director of Global Finance at Cardea. He developed his career working in senior positions at multinational companies and has more than 15 years of experience in the financial industry. Diego also has a wealth of knowledge when it comes to regulatory reporting and finance instruments.

Christopher J. Hanson

Cardea Capital Advisors, LLC

Financial Advisor

Christopher J. Hanson Bio

Christopher J. Hanson is a Financial Advisor. With 9 years of industry experience, he has built a client base that values his solutions to complicated financial scenarios. His goal is to enable clients to grow assets and meet their long-term financial goals through solid strategies and strong relationships.

Jontisha Graves

Cardea Capital Advisors, LLC

Client Service Manager

Jontisha Graves Bio

Jontisha Graves is a Client Service Manager at Cardea. Her role includes front-line support to advisors and their clients, the onboarding of new accounts as well as comprehensive account management. She has over 20 years of experience within the financial, consumer goods and telecommunications industries.

Desmond Baker

Cardea Capital Advisors, LLC

Senior Client Services/Trading Specialist

Desmond Baker Bio

Desmond is a Senior Client Services & Trading Specialist at Cardea. With a career in the healthcare industry until 2016, Desmond’s appetite for knowledge to grow and excel in Portfolio and Investment Management makes him a valuable asset to the Cardea Operations Team.

Marc Rubio

Cardea Corporate Holdings Inc.

M&A and Strategy Associate

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 role includes compiling and analysing data concerning mergers, acquisitions and divestitures — while also identifying trends and developments in competitive environments.

Veronika Trinhova

Cardea Corporate Holdings, Inc.

Office Manager & EA

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.

Brandon Waring

Cardea Capital Advisors, LLC

Web Content Administrator

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 implements digital marketing campaigns and communications programs that support growth and other business objectives through traditional and emerging media.