Client Advisory


Jordan is an Associate in the Louisville office. In this role, he assists with the operations of the Alternative Investment Team, which includes maintaining client performance reporting, creating and disbursing client distributions and statements, and working with various third parties to manage the firm’s alternative investments program.

Prior to joining Cerity Partners, Jordan worked as an Alternate Investment Associate with ARGI Financial Group. Before ARGI, Jordan interned as a Business Analyst at Heartland Payment Systems, where he performed financial modeling and data visualization.


  • B.A. in Economics from Indiana University Southeast
  • B.S. in Mathematics from Indiana University Southeast

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