Adam JordanDirector of Investment Research & Management at Paul R. Ried Financial Group
Adam Jordan is Director of Investment Research and Management at Paul R. Ried Financial Group, a leading U.S. based wealth management firm.
His responsibilities include developing, implementing and monitoring client portfolios. This includes designing the overall asset allocation strategies, conducting in-depth market analysis and investment manager due diligence.
Adam earned the Certified Investment Management Analyst designation which included an educational component administered through The Wharton School of Business and also earned the Accredited Asset Management Designation through the College for Financial Planning. In addition, he holds FINRA Series 7, 24, 53, 63 & 65 licenses.