Adam Jordan

Director of Investments at Paul R. Ried Financial Group

Speaker

Adam Jordan serves as Director of Investments and CCO for Paul R. Ried Financial Group, a Registered Investment Advisor recognized by Forbes as one of America's Top 250 RIA Firms in 2023. In his role, Adam conducts in-depth market analysis, performs manager due diligence and designs the overall asset allocation strategies for the firm's clients. In additional to over two decades of experience since joining the firm in 2002, Adam is a Certified Investment Management Analyst (CIMA®), Accredited Asset Management Specialist (AAMS®) and Investment Advisor Certified Compliance Professional (IACCP®)