Jordan Nare

Jordan is a key member of our team as a Portfolio Operations Associate, where he plays an essential role in supporting the investment team. His responsibilities include managing the firm’s portfolio reporting database, monitoring daily accounts, assisting with portfolio management, trading, research, and other related projects.

Jordan joined our team in July 2022, bringing with him several years of experience from another local wealth management firm. His strong background, combined with his genuine passion for serving clients and supporting the team, makes him an invaluable asset.

Jordan graduated from Thomas More University with degrees in Accounting and Business Administration.

Originally from Lawrenceburg, IN, Jordan enjoys spending time with his growing family, participating in community events, and playing soccer in his free time.