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.

Carolyn LaRocco

Cardea Capital Group, INC

US CEO & President

Carolyn LaRocco Bio

With more than 30 years of experience in the investment industry, Carolyn provides consultation to institutions, high-net-worth individuals and families globally. She previously served as a principal consultant at the Atlanta Consulting Group, directly advising on over $3 billion in assets.

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.

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.

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.