John Schloegel

John Schloegel is a Portfolio Manager at CORDA Investment Management, LLC in Houston, Texas, where he is responsible for overseeing the research and trading team and actively contributes to the firm’s editorial content. As a member of CORDA’s Investment Committee, he plays a key role in developing and implementing personalized investment strategies for clients, focusing on equity and fixed income securities as core asset classes.

Schloegel’s expertise spans more than a decade at CORDA, offering clients robust portfolio management and in-depth research, particularly in value investing and diversified asset allocation. Prior to joining CORDA in 2010, he served as an Account Executive at Fidelity Investments and as Vice President at Capital Cities Asset Management and AllStarInvestor.com, gaining broad experience in institutional and private client advisory roles.

He holds an MBA in Finance from Georgia State University’s J. Mack Robinson College of Business and a BBA in Finance from the University of Notre Dame, demonstrating a strong academic foundation in the financial sector. Schloegel is recognized for his disciplined investment approach and his contributions to advancing research-driven portfolio management within the independent wealth management industry.