2019 Red Reef Advisors LLC

 Investment Management

 Consultants Association

Jesse Cordoba, CFP®, CIMA®
Managing Partner

Jesse Cordoba, CFP®, CIMA® is the Founder and Managing Partner of Red Reef Advisors. LLC., an Independent Registered Investment Advisory Firm.

 

Over the past two decades Jesse has held various leadership roles on Wall Street with a focus on wealth management and investment management. Prior to founding Red Reef Advisors, Jesse was an Executive Director and the Head of Global Distribution for Morgan Stanley's Consulting Group in the U.S. Ultra High Net Worth and International segments; the industry’s largest fiduciary asset management platform business.

 

In the early 1990s Jesse led various Multi-Billion-Dollar Wealth Management businesses for Charles Schwab & Company including the Private Client Investment Management offering, developed as a result of their U.S. Trust acquisition.

 

Jesse is a Registered Investment Advisor, a CERTIFIED FINANCIAL PLANNER™ practitioner, and received his Chartered Investment Management Analyst designation from the Wharton School, University of Pennsylvania. Jesse also earned a Bachelor of Science in Business Administration at East Carolina's School of Business.

Clark Troy, PhD, CFP® 
Financial Advisor

Clark Troy, PhD, CFP®, is a Financial Advisor at Red Reef Advisors, LLC.

Clark has worked as an advisor and consultant in the financial services world for more than 15 years. Clark is a CERTIFIED FINANCIAL PLANNER™ practitioner and has worked closely with individuals and small businesses to help them define actionable financial goals to build and execute plans to achieve them. In those roles Clark has also supported investment selection, compliance, and information technology. 

Clark served as Research Director for the Boston-based Aite Group, researching best practices for information technology in the insurance industry.

In addition, Clark spent two years at Satori Consulting's New York City office as a Senior Consultant managing projects, primarily for Goldman Sachs. Prior to Satori, he was a Management Consultant at Princeton Consultants, an information technology and management consulting firm based in Princeton, New Jersey. Clark led teams and business development efforts for operational strategy, process reengineering, and application development projects in the hedge fund, broker-dealer, life insurance and reinsurance industries.

Clark received a Bachelor of Arts from Yale University, and holds a Doctorate with Distinction from Columbia University.

Denis Kalenja, MBA
Partner- Director of Alternatives and Business Development

Denis Kalenja is a Board Member and the Director of Alternative Investments at Red Reef Advisors, LLC.

 

Denis brings 18 years of experience investing in public and private companies. His focus are high yield and alternative investments, serving concurrently as Managing Partner of Montague Capital LP. He has served as an observer on the Boards of IQ Max, Inc., and a U.S. based alternative energy company. He participated in early stage investments in AdChina Ltd., Organovo (ONVO), and Radius Health (RDUS).

In 2005, Denis was offered the opportunity by the Prime Minister of Albania to run Albinvest, Albania’s government agency in charge of Foreign Investment, Exports and Small Medium Enterprises. At Albinvest, he directed a staff of 32 and multiple programs with international donors such as USAID, EU and UNDP. While presiding over the rapid growth at Albinvest, he led Albania’s national image promotion campaign and restructured three government agencies. He also served as a member of the Board of Trustees at the National Albanian-American Council in Washington, DC.

Denis earned an MBA in Finance and Private Equity from the Wharton School, University of Pennsylvania and a BS with honors in Applied Economics and Business Management from Cornell University. He speaks fluent English, Italian, Bulgarian and Albanian and is conversational in Portuguese and German. 

Bonnie O'Quinn, CFP®

Financial Advisor

Bonnie O'Quinn, CFP® is a Financial Advisor at Red Reef Advisors, LLC.

Bonnie has spent her entire professional career in the Financial Services and Wealth Management fields.  Prior to joining Red Reef Advisors Bonnie was with Morgan Stanley and has been based in North Carolina's Research Triangle Park area for over 25 years.  

 

Bonnie provides her clients with targeted and comprehensive financial advice with a high level of personal service and professional integrity.  As a CERTIFIED FINANCIAL PLANNER™️ practitioner she uses a comprehensive six step process to produce an effective customized roadmap to help clients protect and grow their wealth. 

 

Bonnie holds a Bachelor's Degree from The University of North Carolina at Chapel Hill and is passionate about giving back. She has served in many leadership positions including  The Chapel Hill Carrboro Chamber of Commerce, Charles House,  and The American Red Cross.