Jordan serves as a Portfolio Manager & Senior Investment Analyst. In this capacity, he thrives on the ability to analyze, interpret, and distill varying levels of capital market informational complexity to the benefit of a wide range of audiences. He enjoys working with individuals, families, and institutions in taking disparate circumstances and developing portfolios that optimize the ability to achieve long-term goals. Jordan sits on the firm’s investment committee, which sets asset allocation policy across the firm’s public market portfolio offerings. He also stewards Cobblestone’s equity mutual fund and exchange-traded fund strategies and, more broadly, has focused on manager due