
Bubbles and Bankruptcies
October 29, 2025
Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bus...


Jordan Warners serves Moneta clients as an Advisor on the Kittner Team, bringing a thoughtful and comprehensive approach that emphasizes exceptional service. He joined Moneta in 2024, inspired by the firm’s commitment to going further for clients and supporting them through life’s complexities.
Jordan previously spent four years as an Advisor at Northwestern Mutual, where he built his practice from the ground up. This experience introduced him to holistic financial planning and the rigorous standards of the CFP® designation, which he earned in 2025. Earlier in his career, Jordan worked in fine dining and wine importing, gaining valuable insights into hospitality, service, and business management.
Jordan earned his Bachelor of Arts in Interdisciplinary Studies in Social Science and Anthropology from Michigan State University.
Married with three children, Jordan and his family love living in Chicago. They are active in their school community, enjoy sports, and explore the city’s vibrant dining and music scenes. Jordan is passionate about food, wine, and music. He enjoys attending concerts and playing music with family and friends.
Jordan’s passion project outside of his work at Moneta is helping run Ulu Kona Coffee, a Hawaiian coffee company that reflects his love for travel and new experiences. Hawaii has become a frequent travel destination and source of inspiration for his whole family.
Dive into the latest insights from our expert team with our personal touch.

October 29, 2025
Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bus...

October 22, 2025
by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full ...

October 10, 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...