Jordan Waldrep active positions
| Companies | Position | Start | End |
|---|---|---|---|
| BANK OZK | Chief Investment Officer | 2022-12-20 | - |
Career history of Jordan Waldrep
Former positions of Jordan Waldrep
| Companies | Position | Start | 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 | 2019-09-30 | 2022-11-30 |
| Portfolio Manager-Equities | 2019-09-30 | 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 | 2017-08-31 | 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 | 1998-12-31 | 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 |
Statistics
International
| United States | 8 |
Operational
| Portfolio Manager-Equities | 2 |
| Chief Investment Officer | 2 |
| Analyst-Equity | 1 |
Sectoral
| Finance | 6 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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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