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

Sean O’Neill, CFA

Founding Principal & Chief Investment Officer

Cameron Owen

Founding Principal & Chief Operating Officer

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.