Adam JordanDirector of Investments at Paul R. Ried Financial Group
Adam Jordan is Director of Investments 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 (CIMA®) designation which included an educational component administered through The Wharton School of Business and also earned the Accredited Asset Management (AAMS®) Designation through the College for Financial Planning. In addition, Adam is a part of the leadership team for the Association of Professional Fund Investors (APFI).