Sign In

Jordan Kienzle, CFA

Partner - Head of Investment Strategy Group at Baker Street Advisors, LLC

Jordan Kienzle is a strategic thinker with a strong analytical aptitude known for building trusting relationships and engaging diverse perspectives easily.

He possesses extensive direct investment experience across various financial instruments including private equity, hedge funds, international bonds, derivatives, and real assets.

Jordan excels in portfolio construction, investment manager due diligence, performance evaluation, and overseeing institutional/private investor portfolios.

His competencies range from asset allocation and risk management to team leadership, training, and executing portfolio decisions.

With a CFA Charter and certifications like Series 7, 66 (63, 65), and the Canadian Securities Course (CSC), Jordan has a strong educational background with an MBA from The University of Chicago Booth School of Business.

He also studied as an exchange student at Pontificia Universidad Católica de Chile and completed his undergraduate studies at Elon University.

Jordan's professional journey includes roles at prestigious organizations like Baker Street Advisors, Goldman Sachs, US Bank, Jefferson Pilot Financial, and Wachovia.

Jordan Kienzle, CFA
Add to my network

Location

San Francisco Bay Area