Wealth Strategist
Crafts your personal financial plan and makes sure it aligns with your journey.
Client Experience Specialist
Takes our relationship to the next level and ensures you receive stellar service – whether you visit us in-person or catch up with us online.
Client Care Coordinator
Oversees your day-to-day account maintenance and operations to keep things running smoothly.
Tech Specialist
Sets up the technology that supports your wealth management plan and troubleshoot any IT challenges you may encounter.
Investment Analysts
Researches and creates wealth building strategies that set your personalized plan in motion.
Leadership Network
Unlocks access to resources that will connect you with key players with the goal of helping your life to appreciate alongside your wealth.
Wealth Strategists
Client Care
Client Experience
Jean Pursley
Client Experience Specialist
All it took was one college internship in investment management to confirm that Jean wanted to pursue a career helping clients achieve their financial goals. After college, she dedicated herself to learning the wealth advisor business through hands-on client service roles with Schwab.
Claudia Bettinger
Client Experience Specialist
True to her background studying journalism, Claudia is passionate about discovering people’s stories. As a frontline day to day touch point, Claudia enjoys shepherding clients through their CornerCap experience – an area where she excels thanks to best in class training from prior roles at Chick Fil A and Walt Disney World.
Investment Analysis
Technology
Leadership Network
Cannon Carr
Chief Executive Officer & Chief Investment Officer
After more than a decade of providing commentary as a Wall Street analyst, Cannon joined CornerCap to get directly involved in the portfolio management game as CornerCap’s Chief Investment Officer, and in June of 2020 Cannon became our Chief Executive Officer.