Who We Are - Cardea Capital Advisors

CARDEA CORPORATE HOLDINGS, LLC

Jordan Waring

Chairman & Group CEO

Alfredo Raez

Chief Risk Officer

Neil Fillary

Chief Strategy & Innovation Officer

Pere Tena

Interim Chief Financial Officer

Ahad Merchant

Director of Mergers & Acquisitions

Bowen Cui

Financial Accountant

Joanna Wojda

Executive Assistant to the Group CEO

CARDEA CAPITAL ADVISORS, LLC

Kendall Borchardt AIF®

President

Carolyn LaRocco, CFP®, CIMA®

Investment Committee Chair

Damita Jennings

Director of Operations

Leo Rose

Director of Portfolio Management

Jontisha Graves

Client Service Manager

Brandon Waring

Digital Marketing Associate

Debora Smith

Controller

CARDEA CAPITAL GROUP, INC

Carolyn LaRocco, CFP®, CIMA®

President

Patrick B. Hines

Senior Investment Analyst

Jackie Lowe

Senior Operations Analyst

Zachery Meynard

Performance Analyst

CARDEA CAPITAL ADVISORS, LLC FINANCIAL ADVISORS

Pat Thomas

Investment Advisor

Christopher J. Hanson, CFP®, CPA

Investment Advisor

C. Bryan Wood, CFP®

Investment Advisor

CARDEA CORPORATE HOLDINGS, LLC ADVISORY BOARD

Helmut Schoen

Senior Advisor - Technology & Private Markets

Faten Bizzari

Senior Advisor - Global Real Estate Markets

Anil Clifford

Senior Advisor - Technology

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