Professional Designations
- Chartered Financial Analyst
Jordan joined HCR in 2014 and has over 25 years of experience in the financial services industry. He manages the firm’s research and investment portfolios, stock selection, risk management and heads the Investment Committee.
Prior to joining HCR, Jordan managed his own investment firm (KAM Advisors) for nearly 10 years. He graduated cum laude from the University of Colorado and has a Masters in Financial Markets & Trading from the Illinois Institute of Technology.
Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria - Sir John Templeton
Important Career Moment
Helping clients successfully navigate the 2008 financial crisis so that they did not derail their long-term financial plans
Awards & Causes
The University of Colorado; Beverly Hills Public Schools; World Wide Fund for Nature
Arts & Entertainment
Favorite Movie: Pulp Fiction
Favorite Show: Billions
Favorite Band: The Grateful Dead
Life Moments
Avid skier, stand-up paddle surfing, and motocross, travelling, seeing new places, and seeking out adventures