Investment Analyst
Credentials:
- CFA Charterholder
Affiliations:
- CFA Institute – Member; CFA Society of Washington DC – Member
Jordan supports the Chief Investment Officer with market and investment research. He identifies emerging risks and opportunities while monitoring daily results of our current strategies.
After college, Jordan started his career as an intern for a financial advisor in the San Francisco Bay Area. He has since acquired valuable career experience in both finance, as well as financial planning.
Originally from a small town in southwest Kansas, Jordan finds that building honest, long-term relationships with individuals motivates him the most as an investment professional.
Jordan obtained his CFA designation in October 2020. He is a graduate of the University of Redlands (B.Sc. Business Administration, May 2010). Outside of the office, he enjoys volunteering at a community garden and practicing his French. He is also a new parent and “revels in the tremendous change and responsibility.”
