CORDA Investment Management provides investment management, financial planning, estate planning, and retirement planning services. It has guided families with strategies and advice for financial security.

CORDA Investment Management

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President, Chief Investment Officer

Bonner Barnes

Vice President of Business Development

Eyal Lavie

Director of Financial Planning

Randy Kratz

Director - Client Relations

Tim Wolfcale

Portfolio Manager

John Schloegel

Compliance Officer

Keith Roberts

Client Relationship Manager

Kim Deutsch

Sr. Relationship Manager

Ryan Petry

Front Office Manager and Client Support Specialist

Sherri Piesche

Greater Houston Area Companies With Fewer Than 100 Employees (Top 10K)

Houston Advice Companies

Houston Financial Services Companies

Houston Companies With More Than 10 Employees (Top 10K)

CORDA Investment Management is an investment advisory firm that offers advice, strategie, and financial planning services.

Houston

Texas

United States

North America

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Asia

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news impact assignment basic	general	Nov 21, 2024 8:04 AM	e58d459e
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signals	general	Oct 25, 2024 6:08 AM	9e4c61fb
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CORDA Investment Management