Chris Jordan MBA, CFA®, CFP®, CAIA, FRM®

investmentdept@monetagroup.com

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As Director of Alternative Investments, Chris Jordan serves all Moneta Principals and, by extension, their clients. With more than 16 years industry experience, Chris’ areas of expertise include alternative investments, strategic asset allocation, and risk management.

Chris received his Bachelor of Science in Aerospace Engineering from the University of Missouri – Rolla and his Master of Business Administration from Saint Louis University. Prior to joining Moneta, Chris worked as Vice President of Capital Markets at Summit Strategies Group. He joined Moneta’s Investment Team as Director of Alternative Investments in 2010.

At Moneta, Chris adds unique expertise to the Investment Department and brings important perspective to the Investment Committee and Think Tank discussions. A dedicated resource for exploring, analyzing, and recommending alternative investments, he helps guide Moneta’s investment philosophy and find the very best options for clients. Chris strives to balance the safety of clients’ investments with their goals for wealth preservation and growth, while mitigating the effects of future volatility.

Chris’ extensive expertise spans portfolio construction, risk management, fixed income research, and structured finance and qualitative analysis. He brings a depth and breadth of asset allocation experience to firm, both in traditional and alternative asset classes.

  • CHARTERED FINANCIAL ANALYST®
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Alternative Investment Analyst
  • Certified Financial Risk Manager®