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.