Jordan joined Murray Devine in 2007 as an analyst, learning the fundamentals and intricacies of the valuation profession. He is a Managing Director where his day-to-day responsibilities are centered on project execution and business development. Jordan serves as lead professional working across a broad range of clients, industries and engagement types conducting financial analysis, research, and due diligence related to the valuation of business enterprises, complex securities, intangible assets, corporate debt and a variety of other valuation needs related to tax planning and financial reporting.
Leveraging his strong credit background, Jordan is a key member of Murray Devine’s portfolio valuation practice assisting asset managers, such as BDCs and other private debt/equity funds, comply with valuation requirements under FASB ASC 820, Fair Value Measurements and Disclosures.
Prior to joining Murray Devine, Jordan worked as a Portfolio Manager with Sovereign Bank, managing a loan portfolio focused on the healthcare and education sectors. He was responsible for several aspects of the underwriting process and portfolio maintenance in connection with the financing of various capital projects related to hospitals, health systems, nursing facilities, colleges and private schools.
Jordan received a Bachelor of Arts degree in Economics from the University of Vermont in 2001 and a Master’s in Business Administration with a concentration in Finance from Villanova University in 2007. Jordan holds the right to use the Chartered Financial Analyst (CFA) designation.