As an Associate Portfolio Manager, Jordan works with individuals and families to provide investment management services. Jordan sits with Newport Private Wealth’s Investment Committee, which provides the investment strategy, asset mix and execution for the firm’s clients.
Previously, Jordan worked at PricewaterhouseCoopers where he advised clients managing risk in financial markets. In this role, Jordan’s primary objective was to help clients set appropriate risk appetites, balancing the need for returns with the desire to minimize volatility.
Jordan has also held corporate roles with large, publicly traded Canadian energy companies while starting his career in Calgary. During this time he gained experience in portfolio management, alternative investments and financial risk management.
Jordan holds a Bachelor of Commerce degree from the Peter B. Gustavson School of Business at the University of Victoria and is also a CFA charterholder.