Our Team
Woven into the fabric of who we are is a deep sense of accountability and transparency, giving clients an essence of family when working with us.
As part of a family, decisions surrounding clients' portfolios and overall wealth landscape are made using a cross-referencing approach, utilizing multiple team members rather than a singular viewpoint.
Leadership
Stephen Cord
Founding Principal & President
Sean O’Neill, CFA
Founding Principal & Chief Investment Officer
Cameron Owen
Founding Principal & Chief Operating Officer
Stephen Cord
Founding Principal & President
- 30+ years of experience as an investment advisor servicing high net worth individuals and institutions.
- 1993, helped start DAM, a Registered Investment Advisory (RIA) firm, Senior Portfolio Manager & Analyst covering healthcare and biotechnology.
- Began his career in the Brokerage division of Dean Witter (known as Morgan Stanley today).
- MBA, Pepperdine University
- BA Communications, USC
Sean O’Neill, CFA
Founding Principal & Chief Investment Officer
- 25+ years of experience servicing high net worth clients and institutions
- Director of Equity Research, Portfolio Manager covering energy, technology, consumer discretionary, utilities, and financials at DAM
- Prior to DAM, he worked with a large and varied number of high net worth and institutional clients for 3 independent investment advisory firms
- BA Quantitative Economics & Decision Sciences, UC San Diego
Cameron Owen
Founding Principal & Chief Operating Officer
- Helped facilitate a $10B spin-off with a team of 60 to establish an independent RIA, IEQ Capital
- Prior to the spin-off he worked within the Investment Management Group at First Republic Bank servicing high net worth individuals
- Began his career at DAM as a Research Analyst
- BSc Business Administration, cum laude, Boise State University
60+
years of combined experience
Having navigated the last major market cycles of 2000 and 2008, the Cordhaven team understands the fortitude required to guide clients through turbulent market bouts. With diverse backgrounds, each team member is able to bring a unique perspective when approaching client decisions, ensuring the best possible outcome is reached.
