Jordan joined BBR Partners in 2022 and is a Director of Portfolio & Wealth Advisory. His responsibilities include working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax, and estate planning into a cohesive wealth management plan.

Prior to joining BBR, Jordan worked as an executive for a Single Family Office, helping manage the family’s total balance sheet and overseeing strategy and execution across tax, estate, and philanthropy planning. Previously, Jordan worked at Morgan Stanley as a Private Wealth Financial Advisor.

Jordan graduated with a BA in Public Policy Studies and a Certificate in Markets and Management Studies from Duke University. Jordan is a Volunteer Teacher with Cents Ability Inc.

Jordan lives on Long Island with his wife and son. Outside of work, Jordan enjoys playing tennis and basketball, traveling, and spending time with family and friends.