Jordan Brown

 

Financial Analyst

 

Jordan Brown joined Nucleus Advisors in January 2021 as a Financial Analyst. He works to support the connection between our Client Portfolios and Client Service teams as they create solutions that optimize the experience for our clients and strategic partners. Jordan collaborates with both teams to help streamline each step of the investment process, including due diligence, asset servicing, and portfolio reporting. 

Prior to Nucleus, Jordan graduated cum laude from Northeastern University with a Bachelor of Science in Finance and Management, where he completed two corporate residencies at investment management firms. Upon graduation, Jordan began his career as an Alternative Investment Associate at Morgan Stanley, spending a year working with industry leading fund managers and financial advisors around the country. Jordan brings a combination of dynamic communication skills, operational diligence, and a deep curiosity for investments to his role and is currently working to earn his Series 7 and 66 licenses and looks to earn his CFP certification.

Jordan hopes to eventually visit every continent on earth, but you can usually find him exploring New York City, spending time outdoors, or trying new restaurants. He is also committed to community service, specifically through youth mentorship and volunteering with persons with disabilities.