# CORDA Investment Management

CORDA Investment Management is a Bank / Wealth / Trust based in Houston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** cordamanagement.com
- **LinkedIn:** https://www.linkedin.com/company/corda-investment-management

## Regulatory record

- **CRD number:** 108046
- **SEC file number:** 801-57097
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108046

## About

CORDA is a coordinated team of financial planners, investment managers, tax professionals, and estate planning specialists under one roof. As an independent Registered Investment Advisor and majority woman-owned firm, it provides fiduciary advice with no products or sales agenda. Services include customized portfolio management, financial planning, tax planning and preparation, and estate planning for women, individuals preparing for retirement, and multigenerational families.

## People

- Bonner C. Barnes — President, Chief Investment Officer
- Corrin Barnes — Director of Marketing & Creative Content
- Jason M. Iacobucci — AIF®, Director of Client Experience
- Catherine Patrick — CFP®, Director of Financial Planning
- Sherri Piesche — Director of Finance
- Teresa Queal — Director of Client Support
- Keith Roberts — Chief Compliance Officer
- Tim Wolfcale — Director of Financial Advisor Services
- Terry Mendoza — Office Coordinator
- Olivia Rojas — Client Support Specialist
- Shane M. Bulgerin — Senior Financial Advisor
- Duane C. Davis — Senior Financial Advisor
- Jamie Carmack — CFP®, RICP®, NSSA®, Senior Financial Advisor
- John Driver — Senior Financial Advisor
- Craig Fowlkes — Senior Financial Advisor
- Lesley Groux — Senior Financial Advisor
- Kevin Hopkins — Senior Financial Advisor
- Alexandra Neault — Financial Advisor
- Elizabeth Nierzwicki — CPWA®, Senior Financial Advisor
- Javier Parada — Senior Financial Advisor
- Terry Puhl — Senior Financial Advisor
- Rajin Joshi — CFP®, NSSA®, Financial Planner
- David Julian — J.D., CFP®, Head of Estate Planning, Senior Financial Planner
- Madi Kiani — CFP®, Financial Planner
- Joe Biegaj — Portfolio Analyst

## Related profiles

- [Cordaid](https://altss.com/profile/cordaid)
- [Cordasco Financial Network](https://altss.com/profile/cordasco-financial-network)

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Last updated: 2026-08-11T15:06:27.647Z

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