Dave Jordan
Directeur en chef des Investissements chez Trail Ridge Investment Advisors LLC
Profil
Mr. David C.
Jordan, CFA, is a Chief Investment Officer & Senior Portfolio Manager at Trail Ridge Investment Advisors LLC.
He has over 30 years of portfolio management experience, he builds investment portfolios to help people meet their investment objectives while managing risk.
He served as the Managing Director and Portfolio Manager for Tributary Capital Management in Fort Collins, Colorado.
Before Tributary, he served as Chief Investment Officer for First National Bank Wealth Management in Colorado, where he managed portfolios for high-net-worth individuals and families, as well as family foundations and family offices.
He also managed the bank’s pooled and common trust funds and its largest and most complex multi-generational family investment portfolios.
Prior to joining Trail Ridge Wealth Management, he was a Senior Investment Strategist with a large multi-national bank.
He earned his undergraduate degree in finance from the University of Colorado in Boulder.
He holds the Chartered Financial Analyst® designation and has been an active industry leader, serving in various roles at the CFA Institute, including as the Topic Area Coordinator for Equities, the Candidate Curriculum Committee, and the Council of Examiners.
Postes actifs de Dave Jordan
| Sociétés | Poste | Début |
|---|---|---|
Trail Ridge Investment Advisors LLC
 Trail Ridge Investment Advisors LLC Investment ManagersFinance Trail Ridge Investment Advisors LLC (TRIA) is an independent, SEC-registered investment advisor headquartered in Fort Collins, Colorado. Founded in 2016, TRIA provides financial planning and investment management services to individuals, high net worth individuals, charitable organizations, retirement plans and trusts. | Directeur en chef des Investissements | 01/05/2018 |
Anciens postes connus de Dave Jordan
| Sociétés | Poste | Fin |
|---|---|---|
The First National Bank of Omaha (Investment Management)
 The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Gestionnaire de Portefeuille-Actions | 16/08/2005 |
| Wells Fargo Bank (Colorado), NA | Corporate Officer/Principal | - |
Tributary Capital Management LLC
 Tributary Capital Management LLC Investment ManagersFinance Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings. | Gestionnaire de Portefeuille-Actions | - |
Formation de Dave Jordan
| The University of Colorado | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Finance |
Tributary Capital Management LLC
Tributary Capital Management LLC Investment ManagersFinance Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings. | Finance |
| Wells Fargo Bank (Colorado), NA | Finance |
Trail Ridge Investment Advisors LLC
Trail Ridge Investment Advisors LLC Investment ManagersFinance Trail Ridge Investment Advisors LLC (TRIA) is an independent, SEC-registered investment advisor headquartered in Fort Collins, Colorado. Founded in 2016, TRIA provides financial planning and investment management services to individuals, high net worth individuals, charitable organizations, retirement plans and trusts. | Finance |
