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FundForum
22 - 24 June 2027
The Grimaldi ForumMonte Carlo

Adam Jordan
Director of Investments, CCO at Paul Ried Financial Group
Roundtable Host

Profile

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 since 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®)