,CFA®, CFP®
Jordan works with clients to formulate planning goals, develop and implement their investment portfolios, and monitors their progress toward achieving their financial goals. He strives to take the financial responsibilities off his clients’ plates so that they can spend time doing what they enjoy. Jordan believes that building trust is a key part of every client relationship and takes his role as a fiduciary seriously. He takes pride in his commitment to listening, avoiding jargon, and caring for clients as if they were family.
Jordan has extensive experience in the financial services industry. Prior to joining Modera in November 2022, Jordan worked at Evermay Wealth Management and spent almost six years before that at Manchester Capital Management.
Jordan received a B.S. in commerce with concentrations in finance and management from the University of Virginia. He is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Analyst®. He is also a member of the Financial Planning Association (FPA) of the National Capital Area.
Jordan lives in Alexandria, VA, with his wife and children. Having grown up in Scarsdale, NY, he is an avid NY Yankees fan, and he and his wife play in a slow-pitch softball league.
What do you value most in your client relationships?
I most value the trust clients place in me, knowing that I take my role as their fiduciary seriously, and that I will always act in their best interest.
What sparked your interest in financial planning? What fuels you every day in your work?
My undergraduate investment classes at UVA piqued my interest in finance and investing, but my first job out of college really lit the spark for me. I love working with people, helping them identify their unique goals and objectives, and helping them monitor progress towards their stated goals.
When you retire you’re going to…?
It’s a challenge for me to sit still, so a full retirement is a tough concept for me to envision. I would enjoy working part-time as a teacher, teaching personal finance to high school students. Outside of that, I would love to volunteer at a local animal shelter and spend more time visiting family.
Where did you grow up? Where do you live now?
I grew up in Scarsdale, NY (go Yankees!). After attending college in Charlottesville, Virginia where I met my wife, we stayed in Charlottesville for several years before moving to the Northern Virginia area. We now live in Alexandria, Virginia with our two children.
Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER®
University of Virginia, B.S., Commerce with Concentrations in Finance & Management
Current member of the Financial Planning Association (FPA) of the National Capital Area
