Alternatives Associate – Research
Jordan is responsible for supporting the Beacon Pointe Investment Research Department to provide the firm’s clients with a personalized service experience. His duties include coordinating with custodian partners on new account processing, preparing subscription documents and providing ongoing communication, documentation, and proper protocols for alternative investments. Prior to joining Beacon Pointe, Jordan was an Investment Alternatives Analyst at Mercer Alternatives in Sacramento, California. He focused on fund accounting and monitoring, research due diligence, risk management diligence, and portfolio reporting. Jordan earned his B.S. in Business Management from William Jessup University in Rocklin, California. Outside of the office, Jordan has a passion for reading, playing competitive sports, spending time with family and friends, and playing with his Boston Terrier Jimmy.