Profile
Jordan Cayce Waldrep is currently the Chief Investment Officer at Bank OZK since 2022.
Prior to this, he was the Principal & Chief Investment Officer at Truemark Investments LLC from 2019 to 2022.
He worked as a Senior Portfolio Manager at USA Mutuals Advisors, Inc. from 2017 to 2019 and as an Investment Analyst at Hourglass Capital LLC.
He also worked as a Business Analyst at FMR LLC from 1999 to 2001.
Mr. Waldrep completed his undergraduate degree from Texas A&M University in 1999 and received his MBA from The University of Texas at Austin in 2004.
Jordan Waldrep active positions
| Companies | Position | Start |
|---|---|---|
| BANK OZK | Chief Investment Officer | 2022-12-20 |
Former positions of Jordan Waldrep
| Companies | Position | End |
|---|---|---|
Truemark Investments LLC
 Truemark Investments LLC Investment ManagersFinance TrueMark Investments LLC (TrueMark) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is owned by TrueMark Group. TrueMark serves investors with ETFs that seek to deliver true exposure to thematic, modern economy asset classes and industries. | Chief Investment Officer | 2022-11-30 |
USA Mutuals Advisors, Inc.
 USA Mutuals Advisors, Inc. Investment ManagersFinance USA Mutuals Advisors, Inc. (USA Mutuals) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1994 as Mutuals Advisors, Inc. They are a subsidiary of Mutual Capital Alliance, Inc. USA Mutuals provides investment solutions for both retail and institutional clients. | Portfolio Manager-Equities | 2019-08-31 |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | 2001-12-30 |
Hourglass Capital LLC
 Hourglass Capital LLC Investment ManagersFinance Hourglass Capital LLC (Hourglass) is an independent registered investment advisory and wealth management firm headquartered in Houston, Texas. The firm was founded in 1989 by the Institutional Equity Team from MCorp in Dallas. Hourglass provides investment management services to separately managed accounts. | Analyst-Equity | - |
Training of Jordan Waldrep
| Texas A&M University | Undergraduate Degree |
| The University of Texas at Austin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| BANK OZK | Finance |
| Private companies | 4 |
|---|---|
Hourglass Capital LLC
Hourglass Capital LLC Investment ManagersFinance Hourglass Capital LLC (Hourglass) is an independent registered investment advisory and wealth management firm headquartered in Houston, Texas. The firm was founded in 1989 by the Institutional Equity Team from MCorp in Dallas. Hourglass provides investment management services to separately managed accounts. | Finance |
USA Mutuals Advisors, Inc.
USA Mutuals Advisors, Inc. Investment ManagersFinance USA Mutuals Advisors, Inc. (USA Mutuals) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1994 as Mutuals Advisors, Inc. They are a subsidiary of Mutual Capital Alliance, Inc. USA Mutuals provides investment solutions for both retail and institutional clients. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Truemark Investments LLC
Truemark Investments LLC Investment ManagersFinance TrueMark Investments LLC (TrueMark) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is owned by TrueMark Group. TrueMark serves investors with ETFs that seek to deliver true exposure to thematic, modern economy asset classes and industries. | Finance |
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