Jordan manages the underlying information systems used by the Klingman & Associates team in serving our client families. She also works directly with individual clients in supporting their myriad needs including account management, reporting, and money movement.
Jordan came to Klingman & Associate with a variety of experience within the financial industry. She worked both on the client service and investments teams at another independent wealth management firm, supporting clients with their daily requests and providing portfolio insights. Jordan also spent time analyzing data for a global index provider and providing advisory services at a financial consulting firm. She lives in Queens with her pet lizard named Puppy, and enjoys spending time rock climbing, running, and writing letters to friends.
