Christine Jordan, CFP®
Managing Director
Christine provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. She services clients by offering advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Prior to joining the firm in 2018, Christine held roles with Rappaport Reiches Capital Management and Fidelity Investments. Christine earned a BBA in Finance from James Madison University and is a CERTIFIED FINANCIAL PLANNER®. Christine is member of the Board for Girls Supporting Girls and holds several volunteer positions at St. Clement School & Church in Lincoln Park.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
