Jordan Hansen
Managing Partner/ Chief Investment Officer at Moreton Asset Management- Claim this Profile
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Vietnamese -
Topline Score
Bio
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Credentials
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Series 24
Financial Industry Regulatory Authority (FINRA)
Experience
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Moreton Asset Management
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United States
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Investment Management
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1 - 100 Employee
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Managing Partner/ Chief Investment Officer
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Mar 2012 - Present
I specialize in designing fixed income strategies for public and private corporations, non-profits, municipalities, insurance, and credit unions. Portfolios are designed to target liquidity needs for clients while remaining within acceptable investment parameters to ensure principal protection. I specialize in designing fixed income strategies for public and private corporations, non-profits, municipalities, insurance, and credit unions. Portfolios are designed to target liquidity needs for clients while remaining within acceptable investment parameters to ensure principal protection.
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Clark Planetarium
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United States
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Museums, Historical Sites, and Zoos
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1 - 100 Employee
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Board of Directors
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2016 - Present
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Portfolio Manager
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Nov 2010 - Feb 2012
Assisted in managing a fixed income portfolio with $1.8 billion in assets under management for institutional clients and high net worth individuals. Assisted in managing a fixed income portfolio with $1.8 billion in assets under management for institutional clients and high net worth individuals.
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Portfolio Manager
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Aug 2005 - Nov 2010
Designed custom fixed income strategies for institutional clients. Accounts were tailored to meet liquidity needs and invested according to parameters listed in client's investment policy. Designed custom fixed income strategies for institutional clients. Accounts were tailored to meet liquidity needs and invested according to parameters listed in client's investment policy.
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Education
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Westminster College
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies -
University of Utah
Bachelor of Arts (B.A.), Finance, General -
Cottonwood