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.

Cristina C. Acosta

Cardea Capital Group, INC

Managing Director, Wealth Management, Head of Latin America

Cristina C. Acosta Bio

Christina recently joined Cardea to lead the group’s expansion in the region. With 25 years of experience in the financial industry, Christina brings decades of in-depth knowledge and expertise to Cardea.

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.

Jim Breaux

Cardea Capital Group, INC

Managing Director, Wealth Management

Jim Breaux Bio

Jim Breaux is the Managing Director of Wealth Management and consults with high-net-worth individuals, families and institutional clients across the country. He has over 25 years of experience in the finance industry and advises our clients by developing, implementing and monitoring financial plans and investment strategies.

Kendall Borchardt

Cardea Capital Advisors, LLC

President, Cardea Capital Advisors Board Member, Cardea Europe AG

Kendall Borchardt Bio

Kendall is President of Cardea Capital Holdings as well as a Cardea Capital Advisors Board Member and 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.

Ahad Merchant

Cardea Capital Holdings, INC

Director of Mergers & Acquisitions

Ahad Merchant Bio

Ahad Merchant is the Director of Mergers & Acquisitions and is instrumental in driving key acquisitions around the world. Based in Germany, he delivers value to companies through integration readiness assessments and integration strategies. He is armed with many years of experience having worked at KPMG, Viacom, Hyve Group and Lexis Nexis.

Diego Sanchez

Cardea Capital 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.

Leo Rose

Cardea Capital Group, INC

Senior Investment Analyst

Leo Rose Bio

Leo Rose is the Director of Portfolio Management. As a part of the Investment Management Team, he focuses on assisting and educating financial advisors with implementing asset allocation models. Leo is a member of the Cardea Investment Committee, responsible for monitoring and recommending changes to all of the portfolios.

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.

Patrick B. Hines

Cardea Capital Group, INC

Senior Investment Analyst

Patrick B. Hines Bio

Patrick is a Senior Investment Analyst at Cardea. He is responsible for client performance reporting, manager evaluation and due diligence; also, asset allocation and cash flow studies, fee analysis and ad hoc requests. Patrick has over 13 experience in the investment industry, working in various capacities.

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.

Zachary Meynard

Cardea Capital Group, INC

Investment Analyst

Zachary Meynard Bio

Zach is an Investment Analyst at Cardea and is responsible for client reporting and performance validation. Prior to his current role, Zach was a Performance Analyst at LCG Associates responsible for quarterly performance valuation and analysis along with reporting on client and market performance.

Deborah Smith

Cardea Capital Advisors, LLC


Deborah Smith Bio

Debora Smith is a Controller at Cardea. She has worked in the finance and accounting industries for more than 35 years. Her extensive experience enables her to see the basic foundations of the financial needs of Cardea and to build out a structure for the growing firm.

Marc Rubio

Cardea Capital Holdings, INC

Mergers & Acquisitions Analyst

Marc Rubio Bio

Marc Rubio is a Mergers and Acquisitions Analyst 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.

Bowen Cui

Cardea Capital Holdings, INC

Financial Accountant

Bowen Cui Bio

With seven years of experience in the financial industry, Bowen previously worked for two different online FOREX companies. He has a wealth of knowledge when it comes to accounting, financial analysis, derivatives trading, regulatory reporting, fixed income and pension plans.

Jackie Lowe

Cardea Capital Group, INC

Senior Operations Specialist

Jackie Lowe Bio

Jackie Low is the Senor Operations Specialist at Cardea, managing and supporting client service and investment operations. She has over 20 years of experience in operations, customer service and the financial industry. Prior to her current role, Jackie was an investment operation lead specialist at Crawford Investment Council.

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.

Veronika Trinhova

Cardea Capital 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.

Damita Jennings

Cardea Capital Advisors, LLC

Director of Operations

Damita Jennings Bio

Damita Jennings is the Director of Operations at Cardea. Having begun her role in the industry on the Client Services Team, Damita later joined the Finance and Accounting Team taking on additional responsibilities in billing. She has previously run an event planning agency organising a variety of social and corporate events.