Meet Your Team

Outside of our founders, Richard is among the longest tenured members of CornerCap and leads our talented team of wealth advisors.

Ray brings firsthand experience and expert knowledge in helping busy professionals and executives achieve their family’s goals.

Nearly a decade of analyzing balance sheets, managing portfolios, and administering trusts has made Tiffany an expert financial planner.

Through purposeful planning, engaged listening, and strategic analysis, Ian empowers his clients to make the financial decisions that support their goals.

Brad’s 20-year career in the U.S. Army, where he retired as a Lieutenant Colonel, prepared him well for his second career as a wealth advisor.

Jeff is well versed in customizing solutions that solve client problems.

As a next generation talent at CornerCap, Philip brings fresh perspective to how we serve Gen Z clients.

Jennifer’s role is 100% dedicated to leading client service initiatives – a job where her personal metric is to exceed expectations for clients on a daily basis.

Having spent the first 20 years of her career mastering the nuances of working in local North Carolina government, Amy quickly immersed herself in investment services when she joined CornerCap in 2015.

Jackie brings nearly 30 years’ experience to her role and is recognized by clients and colleagues alike for her commitment to superior client service.

After launching her career in pharmaceutical sales, Jan tapped into her people skills to discover a career in financial services.

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.

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.

Jeff oversees our proprietary Fundametrics® investment research platform which, in turn, drives the day-to-day trading decisions in clients’ portfolios.

Chuck oversees trading of all stock, bond, mutual fund, and other investment products within client portfolios.

Josh leverages his research findings to guide stock selection within client portfolios and the CornerCap mutual fund.

From conducting custom investment research to facilitating account paperwork, technology-enabled solutions have fueled the CornerCap client experience since our founding.

With extensive experience working in the ever-evolving world of information technology, Craig is well equipped to serve today’s client technology needs.

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.

Managing health and wealth often have similarities – the need for detailed planning, setting short and long term goals, considering family needs as well as your own, understanding of rules and regulations…the list of parallels goes on and on.

As one of the longest-tenured employees of CornerCap, John has shepherded CornerCap employees and clients alike through the constantly evolving regulatory landscape of investment management for over 25 years.

Born in a small North Carolina town where he developed a strong work ethic early on by working in his father’s furniture store, Tom discovered an aptitude for systems engineering when he scored well on an early-day technology aptitude exam.