John Schloegel
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John Schloegel Email & Phone Number

Lead Portfolio Manager helping individuals and businesses build confidence and wealth for themselves and others. at CORDA Investment Management, LLC
Location: Greater Houston, United States, United States 5 work roles 2 schools
2 work emails found @cordamanagement.com 2 phones found area 512 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email j****@cordamanagement.com
Direct phone (512) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Lead Portfolio Manager helping individuals and businesses build confidence and wealth for themselves and others.
Location
Greater Houston, United States, United States
Company size

Who is John Schloegel? Overview

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Quick answer

John Schloegel is listed as Lead Portfolio Manager helping individuals and businesses build confidence and wealth for themselves and others. at CORDA Investment Management, LLC, a company with 18 employees, based in Greater Houston, United States, United States. AeroLeads shows a work email signal at cordamanagement.com, phone signal with area code 512, and a matched LinkedIn profile for John Schloegel.

John Schloegel previously worked as Portfolio Manager at Corda Investment Management, Llc and Account Executive at Fidelity Investments. John Schloegel holds Mba, Fin from Georgia State University - J. Mack Robinson College Of Business.

Company email context

Email format at CORDA Investment Management, LLC

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{first}@cordamanagement.com
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AeroLeads found 2 current-domain work email signals for John Schloegel. Compare company email patterns before reaching out.

Profile bio

About John Schloegel

My love for investing began at the age of 10 when my father bought me some shares of stock in Disney. I’d watch the stock price rise and fall in the daily newspaper and feel the thrill as my very own investment increased in worth. I knew then that I would have a career in the financial industry.I whole-heartedly believe life mimics the capital markets and building a portfolio that can withstand the occasional speed bump or two will ultimately lead to success. I also find that dividends (and dividend growth) are the necessary oxygen to a portfolio, and capital appreciation will occur if quality businesses are purchased at the right price.I apply these beliefs in my career as a Lead Portfolio Manager, overseeing a research and trading team. There’s nothing better than seeking to uncover exceptional investment opportunities, developing strong relationships, and delivering peace of mind in good markets and bad.Proud Career Moments Include:* Helping an apprehensive new widow who arrived in tears transform into a confident investor with a substantially larger collection of assets.* Working with a couple in real time as they fell victim to a caretaker attempting to steal their savings upon the wife’s death, and helping lead the perpetrator to prosecution.* Sharing my knowledge and expertise on Bloomberg and Forbes radio as well as in The Wall Street Journal, Smart Money, CNBC, and Marketwatch.com.When I’m not busy with investments, I put my copywriting and web-marketing skills to work whenever possible. Away from the office, I travel the world cycling and long-distance running. I am also an avid music lover, having once played the drums in a rock band. My two children and Hurricane Harvey rescue dog keep me very busy as well, so I try to find balance every day to have it all!Feel free to connect with me here, email me at john@cordamanagement.com, or phone 713-439-0665 if you would like to get in touch!

Listed skills include Financial Services, Finance, Investment Strategies, Portfolio Management, and 19 others.

Current workplace

John Schloegel's current company

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CORDA Investment Management, LLC
Corda Investment Management, Llc
Lead Portfolio Manager helping individuals and businesses build confidence and wealth for themselves and others.
houston, texas, united states
Employees
18
AeroLeads page
5 roles · 23 years

John Schloegel work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current

Houston, Texas Area

As part of the management team, I’m officially the Lead Portfolio Manager, but you might as well call me the Chief Cheerleader & Motivator. I bring enthusiasm and energy to every task, whether that’s uncovering exceptional investment opportunities, liaising with the firm’s clients, or keeping everything in check with the regulators and our partners. In.

Sep 2010 - Present

Account Executive

Austin, Texas Area

FINRA Licensed Series 7, 63, & 65, + Group 1 Life Insurance

Sep 2009 - Sep 2010

Vice President

Capital Cities Asset Mgmt & Allstarinvestor.Com

Austin, Texas Area

2003 - Sep 2009

Series 7 Broker & Financial Analyst

San Francisco Bay Area

Aug 1995 - Aug 1997
Team & coworkers

Colleagues at CORDA Investment Management, LLC

Other employees you can reach at cordamanagement.com. View company contacts for 18 employees →

2 education records

John Schloegel education

FAQ

Frequently asked questions about John Schloegel

Quick answers generated from the profile data available on this page.

What company does John Schloegel work for?

John Schloegel works for CORDA Investment Management, LLC.

What is John Schloegel's role at CORDA Investment Management, LLC?

John Schloegel is listed as Lead Portfolio Manager helping individuals and businesses build confidence and wealth for themselves and others. at CORDA Investment Management, LLC.

What is John Schloegel's email address?

AeroLeads has found 2 work email signals at @cordamanagement.com for John Schloegel at CORDA Investment Management, LLC.

What is John Schloegel's phone number?

AeroLeads has found 2 phone signal(s) with area code 512 for John Schloegel at CORDA Investment Management, LLC.

Where is John Schloegel based?

John Schloegel is based in Greater Houston, United States, United States while working with CORDA Investment Management, LLC.

What companies has John Schloegel worked for?

John Schloegel has worked for Corda Investment Management, Llc, Fidelity Investments, Capital Cities Asset Mgmt & Allstarinvestor.Com, Fisher Investments, and Charles Schwab.

Who are John Schloegel's colleagues at CORDA Investment Management, LLC?

John Schloegel's colleagues at CORDA Investment Management, LLC include Corrin Barnes, Aaron Nunes, Damah Rankin, Keith Roberts, and Yara Alberto, Mba, Csba,.

How can I contact John Schloegel?

You can use AeroLeads to view verified contact signals for John Schloegel at CORDA Investment Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did John Schloegel attend?

John Schloegel holds Mba, Fin from Georgia State University - J. Mack Robinson College Of Business.

What skills is John Schloegel known for?

John Schloegel is listed with skills including Financial Services, Finance, Investment Strategies, Portfolio Management, Strategic Financial Planning, Risk Management, Fixed Income, and Due Diligence.

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