Jordan Flebotte
Portfolio ManagerJordan Flebotte serves as a Portfolio Manager and member of the Investment Committee, responsible for overseeing strategy development, security selection and communicating fund and strategy positioning for many of the Firm’s investment solutions. With a focus on active investment solutions, Jordan plays a central role in guiding fund allocations and managing risk.
Jordan has over 17 years of financial services experience spanning across multiple business functions, including product due diligence, investment research, risk management, and portfolio management for various wealth management organizations including broker/dealers and registered investment advisors.
Jordan earned his bachelor’s degree in Finance, as well as an MBA with a specialized Finance concentration, from the University of Alabama at Birmingham Collat School of Business. Jordan holds a Series 65 license.