Jordan serves as a Portfolio Operations Associate, supporting the investment team with managing the firm’s portfolio reporting database, daily account monitoring, portfolio management, trading, research and other related projects.
Jordan joined our team in July of 2022 after several years of experience with another local wealth management firm. He offers a healthy level of experience and strong passion to serve clients and the internal team. He is a graduate of Thomas More University, where he studied Accounting and Business Administration.
Jordan grew up in Lawrenceburg, IN and loves to spend time with his growing family, participating in community events, and playing soccer!