Jonathan H. Jordan

Wealth Manager

Seeing his father build a business from scratch in the 1990s made a strong impression on Jonathan. This work ethic has guided him, not only in working with families and individuals across the country, but also in building relationships with entrepreneurs and private practices throughout the region. Driven by a desire for continuous improvement, Jonathan is dedicated to enhancing clients’ financial framework and, through it, their personal wellbeing.

After earning his Bachelor of Arts in managerial economics from Allegheny College, Jonathan began his career in 2013 at Federated Investors, and joined our team the following year. He earned his executive certificate in financial planning from Duquesne University soon after, and is currently working toward Certified Financial Planner™ certification.

Jonathan enjoys racquet sports, running and boxing. He has served as head tennis pro during Children’s Week at Pike Run Country Club, a position that he’s held close to his heart since high school.