Jordan Fandry, Cfp®
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Jordan Fandry, Cfp® Email & Phone Number

Associate Director, Private Wealth Client Services at Cresset
Location: Houston, Texas, United States 2 work roles 2 schools
1 work email found @bernstein.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@bernstein.com
LinkedIn Profile matched
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Current company
Cresset
Role
Associate Director, Private Wealth Client Services
Location
Houston, Texas, United States
Company size
676 employees

Who is Jordan Fandry, Cfp®? Overview

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Quick answer

Jordan Fandry, Cfp® is listed as Associate Director, Private Wealth Client Services at Cresset, a with 676 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at bernstein.com and a matched LinkedIn profile for Jordan Fandry, Cfp®.

Jordan Fandry, Cfp® previously worked as Private Wealth Associate at Bernstein Private Wealth Management. Jordan Fandry, Cfp® holds Certified Financial Planner Cfp® Program from Rice University.

Company email context

Email format at Cresset

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*@bernstein.com
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AeroLeads found 1 current-domain work email signal for Jordan Fandry, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jordan Fandry, Cfp®

Jordan Fandry, Cfp® is a Associate Director, Private Wealth Client Services at Cresset. They possess expertise in teamwork, leadership, microsoft office, mathematics, research and 11 more skills.

Listed skills include Teamwork, Leadership, Microsoft Office, Mathematics, and 12 others.

Current workplace

Jordan Fandry, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Cresset
Cresset
Associate Director, Private Wealth Client Services
Houston, TX, US
Website
bernstein.com
Employees
676
AeroLeads page
Company profile
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2 roles

Jordan Fandry, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate Director, Private Wealth Client Services

Cresset

Houston, Tx, Us

Team & coworkers

Colleagues at Cresset

Other employees you can reach at bernstein.com. View company contacts for 676 employees →

DV Danique Van Der Velden Danique Van Der Velden Colleague at CressetHouston, Texas, United States View → CH Carilyn Hoalt Carilyn Hoalt Colleague at CressetGreater Chicago Area, United States View → AS Albert Suiker Albert Suiker Colleague at CressetZaanstad, North Holland, Netherlands View → NW Natalie Weida Natalie Weida Colleague at CressetCleveland, Ohio, United States View → DG Drew Gibbons, Cfp® Drew Gibbons, Cfp® Colleague at CressetChicago, Illinois, United States View → ES Elizabeth Sohmer, Cfa Elizabeth Sohmer, Cfa Colleague at CressetNew York, United States View → SO Schyler Opartkiettikul Schyler Opartkiettikul Colleague at CressetSan Diego, California, United States View → SS Sally Smoth Sally Smoth Colleague at CressetHuntington Beach, California, United States View → ZG Zach Gardner, Caia Zach Gardner, Caia Colleague at CressetGreater Houston, United States View → TW Todd Wood Todd Wood Colleague at CressetNew York City Metropolitan Area, United States View →
2 education records

Jordan Fandry, Cfp® education

Bachelor Of Science - Bs, Mathematics With A Specialization In Mathematical Finance

University Of Houston

Activities and Societies: Delta Gamma Fraternity, Tennis Club

FAQ

Frequently asked questions about Jordan Fandry, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jordan Fandry, Cfp® work for?

Jordan Fandry, Cfp® works for Cresset.

What is Jordan Fandry, Cfp®'s role at Cresset?

Jordan Fandry, Cfp® is listed as Associate Director, Private Wealth Client Services at Cresset.

What is Jordan Fandry, Cfp®'s email address?

AeroLeads has found 1 work email signal at @bernstein.com for Jordan Fandry, Cfp® at Cresset.

Where is Jordan Fandry, Cfp® based?

Jordan Fandry, Cfp® is based in Houston, Texas, United States while working with Cresset.

What companies has Jordan Fandry, Cfp® worked for?

Jordan Fandry, Cfp® has worked for Cresset and Bernstein Private Wealth Management.

Who are Jordan Fandry, Cfp®'s colleagues at Cresset?

Jordan Fandry, Cfp®'s colleagues at Cresset include Danique Van Der Velden, Carilyn Hoalt, Albert Suiker, Natalie Weida, and Drew Gibbons, Cfp®.

How can I contact Jordan Fandry, Cfp®?

You can use AeroLeads to view verified contact signals for Jordan Fandry, Cfp® at Cresset, including work email, phone, and LinkedIn data when available.

What schools did Jordan Fandry, Cfp® attend?

Jordan Fandry, Cfp® holds Certified Financial Planner Cfp® Program from Rice University.

What skills is Jordan Fandry, Cfp® known for?

Jordan Fandry, Cfp® is listed with skills including Teamwork, Leadership, Microsoft Office, Mathematics, Research, Social Media, Microsoft Word, and Easily Adaptable.

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