Jordan Hansen

Managing Partner/ Chief Investment Officer at Moreton Asset Management
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Contact Information
Location
Salt Lake City, Utah, United States, US
Languages
  • Vietnamese -

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Credentials

  • Series 24
    Financial Industry Regulatory Authority (FINRA)

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Managing Partner/ Chief Investment Officer
      • 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.

    • United States
    • Museums, Historical Sites, and Zoos
    • 1 - 100 Employee
    • Board of Directors
      • 2016 - Present
    • Portfolio Manager
      • 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.

    • Portfolio Manager
      • 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.

Education

  • Westminster College
    Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
    2010 - 2012
  • University of Utah
    Bachelor of Arts (B.A.), Finance, General
    2003 - 2006
  • Cottonwood

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