A bit more about Jordan
Jordan joined the Private Banking and Investment Group at Merrill Lynch in 2002, after eight years as a wealth manager with Goldman Sachs & Co. A Certified Investment Management Analyst (CIMA) and Certified Investment Strategist (CIS). As such, he facilitates all aspects of investment consulting, from drafting Investment Policy Guidelines, undertaking sophisticated asset allocation, searching for and selecting best-of-breed asset managers, and executing and overseeing substantial portfolios. He is also a licensed values-based financial planner with Money, Meaning & Choices Institute of San Francisco, and is a member of the State Bars of New York and Massachusetts.
Jordan is a competitive Ironman tri-athlete and marathon swimmer. He trains in New York with the Central Park Track Club and the Asphalt Green Masters Swim Team, as well as in Bergen County, NJ.
A devoted father of three beautiful children, he and his wife Caren are Bergen County residents and are active members of the community. Jordan and Caren hold the hopes and dreams for their son Jonah in the possibility of what MarbleJam Kids will provide for children with Autism Spectrum Disorders; the opportunity to experiences that foster self-expression, independence, and success in future endeavors.