Jordan is an Investment Advisor with Connecticut Capital Management Group, LLC and is a CFA and CAIA charter holder. He is also a licensed insurance agent. Jordan started his career at Prudential Financial in Shelton, CT and held various sales roles within the organization. He joined CCMG in October of 2022. “I’m excited about the opportunity to join Connecticut Capital Management, LLC – a firm that truly cares about their client’s well-being and strives to always do what’s best for each family’s respective situation.” Jordan enjoys getting into the weeds on intricate financial topics to understand the ‘why’ behind market dynamics and is most looking forward to helping clients achieve their financial objectives.
Jordan graduated from Quinnipiac University in 2017 with a Bachelor of Science degree from the school of business in Finance. Jordan and his fiancé Kirby live in Wallingford, CT. In his spare time, Jordan enjoys traveling with his fiancé, boxing / Muay Thai, rooting on his various sports teams and will proudly be known as the resident ‘foodie’ of the office.