An Associate Portfolio Manager at StoneCastle Investment Management Inc. with thirteen years of investment management experience, Jordan formerly traded proprietary capital as an equity trader for a major Canadian financial institution.
Jordan obtained his Certificate in Technical Analysis from the Canadian Securities Institute Inc. and holds the Chartered Investment Manager (CIM) designation. Furthermore, Jordan’s expertise and professionalism have earned him the coveted Fellow of the Canadian Securities Institute (FCSI) designation, the
pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
Married with two children, and also a resident of Kelowna, Jordan lives an active lifestyle and enjoys spending time with his family.