David Jordan Email and Phone Number
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Portfolio Manager with experience managing stock and bond portfolios for Institutional and High Net Worth clients, including Government, Non-Profit, Educational Endowment, Retirement Plan and Registered Mutual Funds.• Documented investment performance consistently in top quartile. • Managed Tributary Growth Opportunities (FOGRX) and Tributary Balanced (FOBAX) to consistent 4 and 5 Star ratings by Morningstar. • Leader, and Consultant for CFA Institute. • Interviewed dozens of times on leading business news networks including CNBC, CNNfn, Reuters Television, Public Radio and Bloomberg TV. • Contributed to articles in The Wall Street Journal, Business Week, The New York Post, Smart Money, Individual Investor, The Wall Street Transcript, American Banker and other periodicals. • Called upon for information and analysis by Forbes, Money Magazine and Fortune Magazine.
Trail Ridge Wealth Management
View- Website:
- trailridgewm.com
- Employees:
- 12
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Chief Investment Officer And Portfolio ManagerTrail Ridge Wealth ManagementWindsor, Co, Us
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Chief Investment Officer & Portfolio ManagerTrail Ridge Wealth Management May 2018 - PresentFort Collins - Denver - Cheyenne
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Senior Vp & Senior Investment StrategistWells Fargo Private Bank Nov 2014 - May 2018Walnut Creek, California
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Partner & Chief Investment OfficerTributary Capital Management Jan 2005 - Jul 2014Greater Denver Area• Organized a Registered Investment Advisor carve-out from parent organization• Initiated business plan, marketing program, hired and developed investment staff• Worked with regulators and established compliance program for new organization • Directed investment research efforts of analyst staff and maintained top-quartile investment performance. • Documented investment performance consistently in top quartile. • Managed Tributary Growth Opportunities (FOGRX) and Tributary Balanced (FOBAX) to consistent 4 and 5 Star ratings by Morningstar. • Leader, and Consultant for CFA Institute. • Contributed to articles in The Wall Street Journal, Business Week, The New York Post, Smart Money, Individual Investor, The Wall Street Transcript, American Banker and other periodicals. • Called upon for information and analysis by Forbes, Money Magazine and Fortune Magazine. -
Chief Investment Officer & Portfolio ManagerFirst National Bank Of Colorado Apr 1996 - Jul 2014Greater Denver Area• Managed a staff of investment professionals and various support operations for a small ($1.5 billion) investment management and trust organization• Managed portfolios of largest, most sensitive clients• Performance consistently ranked in top quartile of peer group• Prepared written and oral presentations on outlook, strategy and performance • Managed common and pooled funds for holding company as well as several registered mutual funds for the Tributary family of funds. • Managed the process of SEC registration of stock, bond and balanced pooled and common funds into open end mutual funds
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Consultant, Committee Member, VolunteerCfa Institute Jul 1995 - Dec 2013Charlottesville, Virginia Area• Topic Area Coordinator - Equities• Council of Examiners• Candidate Curriculum Committee -
Portfolio ManagerWells Fargo Apr 1992 - Apr 1996Greater Denver Area• Composite of largest accounts consistently performed above benchmarks• Directed work of support staff, mentored junior portfolio managers• Communicated the firm’s approach, outlook and results to existing clients and new business prospects• Developed new business leads and responded to requests for proposals.
David Jordan Skills
David Jordan Education Details
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Finance
Frequently Asked Questions about David Jordan
What company does David Jordan work for?
David Jordan works for Trail Ridge Wealth Management
What is David Jordan's role at the current company?
David Jordan's current role is Chief Investment Officer and Portfolio Manager.
What is David Jordan's email address?
David Jordan's email address is dj****@****tal.com
What is David Jordan's direct phone number?
David Jordan's direct phone number is (310)-726*****
What schools did David Jordan attend?
David Jordan attended University Of Colorado Boulder.
What are some of David Jordan's interests?
David Jordan has interest in Hiking, Soccer, Cub Scouts, Running.
What skills is David Jordan known for?
David Jordan has skills like Data Center, Virtualization, Program Management, Business Analysis, Pmp, Infrastructure, Pmo, Architecture, Business Process Improvement, It Strategy, Integration, Software Development.
Who are David Jordan's colleagues?
David Jordan's colleagues are Mark Kerwood, Cfa, Jack Mannschreck, Chad Jones, Ma, Cfp®, Andrew Trigg, Cfp®, Marie Pascell, Jennifer C. Sherman.
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