Jordan
Jordan understands the sale of a business as a singular climactic event – the culmination of ideas, execution and decision-making that demands the right intelligence, preparation and follow-through.
In his work as the practice business coordinator, Jordan works closely with business owners who are considering selling, partial-selling or expanding their enterprise, helping them pursue their goals and next steps with the benefit of market insight from our investment banking partners. He works with both long-term family business owners and serial entrepreneurs. His clients’ businesses are as diverse as buzzy lifestyle brands, thriving professional practices and established manufacturers.
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After starting his career in luxury real estate sales, Jordan was drawn to wealth management for its meaningful, long-lasting client relationships. Through his work, he sees people come to understand their power to pursue their goals and take their ambitions to the next level. His clients value his resourcefulness and consistency as he becomes their partner through some of the most consequential financial decisions of their lives.
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Jordan is a lifelong resident of Los Angeles, and a graduate of Los Angeles Film School. Outside the office, he is a committed athlete, focused on weight training and boxing and he is a masters swim team member.
For some, business ownership is an adventure of a lifetime. For others, it’s the latest thing in their portfolio. These business owners have different goals and different outlooks, but they both need smart market intelligence. I’m proud to be their partner, using our resources to help them make the most of their accomplishments.
