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
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.