Jordan started his career in finance at Bank of America in 2005 performing due diligence on hedge funds in its prime brokerage division. He moved to BNP Paribas in 2008 as part of BNP Paribas’s acquisition of the prime brokerage business.
From 2008 to 2014 Jordan served multiple roles in the BNP Paribas Prime Brokerage business, gaining valuable experience in disciplines including client service, risk management, derivatives, trading and legal. Jordan left his role as Vice President at BNP Paribas in August 2014 to join Angela at UBS Private Wealth Management.
At UBS Jordan found his calling as a Private Wealth Advisor. Jordan’s responsibilities at UBS included not only managing the daily operations of an elite Private Wealth Management team but also the design and implementation of sophisticated wealth management strategies. It was in this role where Jordan found his love for analyzing complex financial details to provide proactive solutions for complex wealth challenges and opportunities tailored to the needs of individual clients.
Jordan joined Rockefeller Capital Management as a Private Advisor in 2023.
Jordan received his B.A. from Indiana University and his M.B.A. from New York University’s Stern School of Business. He holds Series 7, 24, 63, and 65 FINRA licenses. Jordan is also a licensed life, property & casualty insurance agent and holds the Chartered Financial Analyst® designation.
Jordan lives in Oakland, California with his wife, Charlene, and two daughters.
When he is not working on sophisticated financial solutions, Jordan enjoys coaching his daughter’s soccer team, swimming, skiing, mountain biking, and playing tennis.
California insurance license #4086301