Jordan is a highly qualified investment professional specializing in both offshore and domestic investment. Holding the esteemed Chartered Financial Analyst (CFA) qualification, Jordan brings extensive expertise in investment markets, portfolio management, and personal finances to Legacy Family Wealth. With a comprehensive understanding of the intricacies of wealth management, Jordan joined the company as a Private Wealth Manager in 2020.

In addition to his globally recognized Chartered Financial Analyst (CFA) designation, Jordan reinforces his expertise with a strong educational foundation, holding both a Bachelor of Commerce and Post Graduate degrees in Investment Management from the University of Pretoria.

Earlier in his career, Jordan excelled at Investec Private Bank, where he worked in the Client Services and Private Bank divisions, gaining invaluable experience in global operations and client experience. His exceptional problem-solving and decision-making skills, coupled with a commitment to transparency and honesty, allowed him to forge enduring client relationships—a core value he upholds in the Wealth Management industry.

Outside of his professional pursuits, Jordan finds solace in the great outdoors, staying active through his love for running, golf, fishing and hiking.

Jordan’s dedication to his clients’ financial success, his extensive qualifications, and his unwavering commitment to transparent and honest relationships define him as a highly respected wealth management professional.