Jordan brings more than 10 years of legal, compliance, and financial services experience to Forum. In her role as Senior Associate – Investor Relations, Forum Capital Advisors (an affiliate of Forum Investment Group), she supports all aspects of the firm’s fundraising and overall investor experience including subscription processing and client communications.
Prior to joining Forum, Jordan held the role of Relationship Manager and Assistant Vice President at Computershare, as well as other relationship and analyst positions at Broadridge Financial Solutions and Empower Retirement. Before working in the financial services industry, Jordan was a litigation paralegal.
Jordan holds a Bachelor of Arts degree from the University of Colorado in International Spanish for the Professions with a minor in Business Administration. She completed first year law at St. Mary’s University School of Law and holds a Paralegal Certificate as well as FINRA SIE, Series 6 & 63 licenses. As a Colorado native, outside of work Jordan enjoys being outdoors, skiing and hiking with her yellow Lab, Pearl.