Head of Portfolio Strategy
As an analyst with TownSquare, Jordan assists advisors in analyzing, designing, and implementing client investment portfolios. He is also a member of the investment committee and is responsible for managing and conducting research for the firm’s investment strategies. Prior to joining TownSquare, he spent two years as a Portfolio Analyst for Allegis Investment Advisors. He began his career as an Associate with PwC’s management consulting group where he consulted on finance and M&A projects for several Fortune 500 companies. Jordan is a graduate of Brigham Young University's Marriott School of Management where he received a B.S. in Finance.