Jordan Kunz

Jordan Kunz

Portfolio Manager-Equities at Colorado Financial Management LLC

Consumer Services
Finance

Profile

Mr. Jordan T.
Kunz, CFA, is a Financial Advisor at Colorado Financial Management LLC.
His strategic and analytical bent is put to good use when advising families and nonprofit clients, as well as in portfolio management, manager selection, financial planning, and the occasional IT project.
Mr. Kunz joined Colorado Financial Management in 2012 after five years with Harbor Wealth Management.
He received his BA Economics, Mathematics Minor from Pomona College.
He is a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP) and a Chartered SRI Counselor (CSRIC).

Jordan Kunz active positions

CompaniesPositionStart
Portfolio Manager-Equities 2011-12-31
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Training of Jordan Kunz

Pomona College Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

9

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2

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Linked companies

Private companies1

Finance

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