Jordan joined HighTower in March 2012 after 10 years with the Private Banking and Investment Group at Merrill Lynch and eight years as a wealth manager with Goldman Sachs.
Jordan became a licensed Values– Based Planner with Money, Meaning and Choices institute and earned the AIF® Designation from the Center for Fiduciary Studies in 2013. He specializes in tax, wealth transfer, philanthropic and estate planning, as well as in asset risk management. Jordan advises on the structure and execution of onshore and offshore trust solutions, and counsels on philanthropic planning issues and techniques.
Jordan graduated with an MBA from the Universi ty of Chicago’s Graduate School of Business with a concentration in Finance and Economics. Prior to business school, Jordan graduated with B.C.L. and LL.B. degrees from McGill University’s Faculty of Law, anda B.A. (with honors) from McGill’s Faculty of Arts.
At McGill, Jordan was awarded the Scarlet Key for outstanding leadership in varsity athletics, politics and literature. He remains a competitive Ironman tri–athlete and marathon swimmer. At age 50, Jordan became the 99th person in history, and first Canadian male to complete the Triple Crown of Open Water Swimming –the Manhattan Island Marathon Swim (2006, 2010, 2014), English Channel (2010) and Catalina Channel (2014).
Jordan is a member of the Society of Trust and Estate Professionals and State Bars of New York and Massachusetts. He is a member of the Board of Directors of HighTower, Friends of McGill University, College Spring, and the Board Emeritus of the Eli and Edythe Broad Theatre in Santa Monica. He also serves on the Professional Advisory Committee of McGill University’s Desautels Faculty of Management where he co–teaches Investments for the B. Comm. Program and the Faculty Advisory Board of McGill’s Faculty of Law, where he teaches Estate Planning. He lives with his wife, Caren, and three children in Rockleigh, NJ.
Jordan has numerous peer and industry awards. In 2008 he was named as one of Worth Magazine’s Top 250 Wealth Advisors. In 2014 he was named a Top Registered Investment Adviser by Financial Times. In 2014 and 2016 Jordan was named to the Barron’s Top 1200 Advisors by State List. He was named a Five Star Professional Wealth Manager as featured in New York Magazine for 2014, 2015, 2016 and 2017. In 2016 Jordan was named one of Barron’s Top 100 Independent Advisors and a Forbes’ Amerca’s Top 100 Wealth Advisor. As part of HSW Advisors, Jordan was also named as part of the Financial Times Top 300 Teams in 2014, 2015 and 2016.