Corda Investment Management, LLC

Craig Fowlkes is a financial advisor at Corda Investment Management, LLC in Houston, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Corda Investment Management since 2015. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans by offering discretionary portfolio management, pension consulting, and ancillary services such as tax return preparation and access to attorney-led estate planning. The firm uses a combination of fundamental, technical, and charting analysis to guide portfolio decisions and provides option-based strategies for clients with concentrated equity positions.

Madison Kiani is a financial advisor at Corda Investment Management, LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Dimensional Fund Advisors and Lincoln Wealth Management. Outside of finance, she has experience working at Woods Tennis Center. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans by offering discretionary portfolio management, pension consulting, and related services such as tax preparation and estate planning access. The firm uses a combination of fundamental, technical, and charting analysis for portfolio construction and manages option-based strategies for concentrated equity positions while acting as an ERISA 3(38) fiduciary for retirement plans.

Javier Parada is a financial advisor at Corda Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for 17 years before joining Corda in 2024. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, pension consulting, and related services such as tax return preparation and access to attorney-led estate planning. The firm uses a combination of fundamental, technical, and charting analysis to manage customized portfolios and offers option-based strategies for clients with concentrated equity positions.

Catherine Patrick is a CFP® with 16 years of industry experience, currently serving as an advisor at Corda Investment Management, LLC. She previously worked for MML Investors Services LLC and MassMutual Life Insurance Co, each for ten years. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, pension consulting, and ancillary services such as tax return preparation and access to attorney-led estate planning. The firm uses a combination of fundamental, technical, and charting analysis to guide portfolio decisions and offers option-based strategies and ERISA 3(38) fiduciary services for retirement plans.

Johnnie Driver is a financial advisor at Corda Investment Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, pension consulting, and ancillary services such as tax return preparation and attorney-led estate planning referrals. The firm employs a mix of fundamental, technical, and charting analysis for portfolio construction and offers option-based strategies for concentrated equity positions, acting as an ERISA 3(38) fiduciary for retirement plans.

Vernon Roberts is a financial advisor with Corda Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Valic Financial Advisors, Inc. for eight years before joining Corda in 2022. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans by offering discretionary portfolio management, pension consulting, and ancillary services such as tax return preparation and estate planning access. The firm uses a combination of fundamental, technical, and charting analysis to guide portfolio decisions and provides specialized strategies for clients with concentrated equity positions.

Brooke Naghavi is a financial advisor at Corda Investment Management, LLC with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Corda since 2018, following prior roles at Frost Brokerage Services and Fs2 Capital Partners. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, pension consulting, and ancillary services such as tax preparation and access to estate planning through an unaffiliated law firm. The firm uses a combination of fundamental, technical, and charting analysis to guide portfolio construction and rebalancing and offers option-based strategies for clients with concentrated equity positions.

Jeffrey Dodson is a financial advisor with Corda Investment Management, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Corda since 2013 and also maintains a long-term association with Churchill Management Group since 2007. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, pension consulting, and related services such as tax return preparation and access to estate planning through an unaffiliated law firm. The firm uses a combination of fundamental, technical, and charting analysis to construct and manage customized portfolios and offers specialized option-based strategies for clients with concentrated equity positions.

Elizabeth Nierzwicki is a financial advisor at Corda Investment Management, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch from 2019 to 2024. Outside of her advisory role, she owns FigureFIT LLC, providing online nutrition and fitness coaching, and is involved with Counter Brands, LLC. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans by offering discretionary portfolio management, pension consulting, and integrated financial planning services. The firm employs a combination of fundamental, technical, and charting analysis for portfolio construction and provides specialized option-based strategies alongside fiduciary retirement plan management.

Eyal Lavie is a financial advisor at Corda Investment Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Corda since 2014. Outside of his advisory role, Lavie is the owner and founder of Selavie Group LLC and a managing member and co-owner of Holyland Mamaliga LLC, both entities involved in commercial real estate ventures. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans with discretionary portfolio management, pension consulting, and ancillary services such as tax preparation and estate planning access. The firm employs a mix of fundamental, technical, and charting analysis to guide portfolio decisions and offers specialized option-based strategies for clients with concentrated equity positions.

Kristen O'Brien is a financial advisor at Corda Investment Management, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Mercer Global Advisors Inc. and Charles Schwab in various capacities since 2015. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans by offering discretionary portfolio management, pension consulting, and ancillary services such as tax return preparation and estate planning access. The firm uses a combination of fundamental, technical, and charting analysis to guide portfolio construction and manages option-based strategies for clients with concentrated equity positions.

Brian Raupp is a financial advisor at Corda Investment Management, LLC in Houston, TX, with 14 years of industry experience. He holds a Series 65 designation and has been with Corda since 2011. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, pension consulting, and related services such as tax return preparation and access to attorney-led estate planning. The firm employs a combination of fundamental, technical, and charting analysis for portfolio construction and offers option-based strategies for clients with concentrated equity positions.

Joseph Biegaj is a financial advisor at Corda Investment Management, LLC in Philadelphia, PA, holding a Series 65 designation with two years of industry experience. Prior to joining Corda in 2023, he worked at Green Expert Technology and General Dynamics Electric Boat. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans by offering discretionary portfolio management, pension consulting, and related services such as tax return preparation and access to attorney-led estate planning. The firm uses a combination of fundamental, technical, and charting analysis to guide portfolio decisions and provides option-based strategies for clients with concentrated equity positions.

David Julian is a CFP® with eight years of industry experience, currently serving as a financial advisor at Corda Investment Management, LLC. Prior to joining Corda in 2025, he worked at Morgan Stanley and UBS Financial Services Inc. He also provides estate planning services through an unaffiliated law firm, HK Legacy Law, PLLC, based in Houston, Texas. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans by offering discretionary portfolio management, pension consulting, and ancillary services such as tax return preparation and access to attorney-led estate planning. The firm uses a combination of fundamental, technical, and charting analysis to guide portfolio decisions and provides specialized strategies for clients with concentrated equity positions.

Rajin Joshi is a Series 65-licensed financial advisor at Corda Investment Management, LLC with three years of industry experience. Before joining Corda in 2022, he worked at Houston Methodist from 2014 to 2022. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, pension consulting, and ancillary services such as tax return preparation and access to estate planning through an unaffiliated law firm. The firm uses a combination of fundamental, technical, and charting analysis to guide portfolio allocations and rebalancing, and offers option-based strategies for clients with concentrated equity positions.