Profile
Christopher John Jordan worked as the Director of Alternative Investments at Moneta Group Investment Advisors LLC from 2010 to 2019.
Prior to that, he was a Vice President at Summit Strategies, Inc. (MO) in 2009.
Jordan received his undergraduate degree from the University of Missouri and his MBA from St. Louis University.
Former positions of Chris Jordan
| Companies | Position | End |
|---|---|---|
Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Moneta serves as an objective, third-party professional to assist clients in managing the overall investment process. The investment allocations developed between the firm and their clients are based on various considerations and are expected to offer the opportunity to diversify their portfolio in a manner consistent with the clients’ investment objectives and risk tolerance. | Portfolio Manager-Equities | 2019-01-03 |
Summit Strategies, Inc. (MO)
Summit Strategies, Inc. (MO) Investment ManagersFinance Summit Strategies provides advice on asset classes of marketable securities and private investments insofar as it provides advice on the structuring of a client's portfolio, asset allocation and manager selection. The Summit Funds pursue various investment strategies through investments managed in separate accounts and/or commingled funds, which may include investments in domestic equities, international equities, fixed income (including high yield, non-dollar, and convertible securities), equity surrogates, liquid diversifiers and/or private equity. | Corporate Officer/Principal | 2009-12-30 |
Training of Chris Jordan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Moneta serves as an objective, third-party professional to assist clients in managing the overall investment process. The investment allocations developed between the firm and their clients are based on various considerations and are expected to offer the opportunity to diversify their portfolio in a manner consistent with the clients’ investment objectives and risk tolerance. | Finance |
University of Missouri
University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
St. Louis University
St. Louis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Summit Strategies, Inc. (MO)
Summit Strategies, Inc. (MO) Investment ManagersFinance Summit Strategies provides advice on asset classes of marketable securities and private investments insofar as it provides advice on the structuring of a client's portfolio, asset allocation and manager selection. The Summit Funds pursue various investment strategies through investments managed in separate accounts and/or commingled funds, which may include investments in domestic equities, international equities, fixed income (including high yield, non-dollar, and convertible securities), equity surrogates, liquid diversifiers and/or private equity. | Finance |
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