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Adam Jordan

Director of Investments / CCO at Paul Ried Financial Group, LLC
Intro Book
Seasoned investment professional with 22 years of experience in the financial industry.
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Location
Bellevue, Washington, United States, US
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Bio

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Adam Jordan is a seasoned investment professional with 22 years of experience in the financial industry. He is a Director of Investments / CCO at Paul Ried Financial Group, LLC, and a North American West Coast Lead at the Association of Professional Fund Investors (APFI). Adam holds certifications such as Accredited Asset Management Specialist (AAMS) and Certified Investment Management Analyst (CIMA). Adam has an Executive Education Course in partnership with the Investment Management Consultants Association and graduated from the University of Pennsylvania - The Wharton School and City University of Seattle.

Credentials

  • Accredited Asset Management Specialist (AAMS®)
    College for Financial Planning
  • Certified Investment Management Analyst (CIMA®)
    Investment Management Consultants Association

Experience

  • Paul Ried Financial Group, LLC
    • Bellevue, WA
    • Director of Investments / CCO
      • Mar 2002 - Present
      • Bellevue, WA

  • Association of Professional Fund Investors
    • North American West Coast Lead
      • Jul 2019 - Present

      Part of the Leadership team at the Association of Professional Fund Investors (APFI).APFI promotes best practices in fund investing and works to enhance the overall quality of asset management products available in the marketplace. Further, APFI seeks to ensure first class client servicing, reporting and transparency from asset managers.

Education

  • College for Financial Planning
  • University of Pennsylvania - The Wharton School
  • City University of Seattle

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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