The Next Phase in the Pandemic Era
September 13, 2021
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
Richard Bean, CFA, CPA
Chief Wealth Strategist
Outside of our founders, Richard is among the longest tenured members of CornerCap and leads our talented team of wealth advisors.
Ray Peebles
Senior Wealth Strategist
Ray brings firsthand experience and expert knowledge in helping busy professionals and executives achieve their family’s goals.
Brad Robinson, CFA, CFP®
Wealth Strategist
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.
Merriweather Mulé, CFP®, CDFA®
Wealth Strategist
Merriweather was drawn to wealth management because of her passion for helping families achieve their financial aspirations.
Jeff Davenport, CFA
Associate Wealth Strategist
Jeff is well versed in customizing solutions that solve client problems.
Philip Baker
Wealth Planner
As a next generation talent at CornerCap, Philip brings fresh perspective to how we serve Gen Z clients.
Client Care
Jennifer Schmidt
Head of Client Care
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.
Amy McCollum
Client Care Coordinator
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 Wilson
Client Care Coordinator
Jackie brings nearly 30 years’ experience to her role and is recognized by clients and colleagues alike for her commitment to superior client service.
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
Jeff Moeller, CFA
Head of Investment Analysis
Jeff oversees our proprietary Fundametrics® investment research platform which, in turn, drives the day-to-day trading decisions in clients’ portfolios.
Chuck Bettinger
Investment Specialist
Chuck oversees trading of all stock, bond, mutual fund, and other investment products within client portfolios.
Josh Tucker, CFA
Investment Analyst
Josh leverages his research findings to guide stock selection within client portfolios and the CornerCap mutual fund.
Technology
Kevin Keeney
Chief Technology Officer
From conducting custom investment research to facilitating account paperwork, technology-enabled solutions have fueled the CornerCap client experience since our founding.
Craig Ogle
Director of Technology
With extensive experience working in the ever-evolving world of information technology, Craig is well equipped to serve today’s client technology needs.
Leadership Network
Cannon Carr
Chief Executive 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.
Catharine Aguilar
Chief Marketing 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.
Paul Barlow
Chief Growth Officer
An entrepreneur at heart, Paul discovered his passion for helping others envision their financial future when he founded his first financial services firm while pursuing his MBA at Purdue University.
John Hackney
Chief Compliance Officer
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.
Tom Quinn, CFA, CPA
Chief Financial Officer
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.