As HighGround’s Client Investment Solutions Strategist, Jordan works closely with nonprofit organizations as they evaluate HighGround’s investment management options and fund solutions. In collaboration with HighGround’s investment team, he facilitates effective communication of investment solutions, creates and monitors client investment strategies and reports investment results to client partners, with a primary objective of providing excellent client service.
When Jordan joined HighGround in 2021, he brought thirteen years of finance and operations experience, both in the for-profit and nonprofit sectors. He previously served as Chief Financial Officer and Chief Operating Officer of Morningside Senior Living, where he oversaw investment and endowment management, yearly budgeting, financial planning and analysis, strategic planning, and project management. He also worked in financial analysis and planning at Buckner Retirement Services, Buckner International, and Raytheon Company.
Jordan holds a BBA in business management from Baylor University.
Client Solutions