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Jordan Szekely

Investment Advisor

Jordan Szekely is an accomplished professional with a rich educational background. He studied at The Bullis School and pursued a BA in Economics and Psychology at the University of Pennsylvania. Continuing his education, Jordan obtained an MBA in Finance and Applied Value Investing from Columbia University's Columbia Business School, and further studied at the University of Michigan.

Throughout his career, Jordan has held significant roles at renowned organizations in the finance and investment sector. He served as an Investment Advisor at Evercore Wealth Management and Goldman Sachs, bringing his expertise to assist clients in making informed financial decisions. Jordan also worked as a Consultant at Industry Ventures and as the Vice President of Acquisitions/Business Development at Focus Financial Partners, showcasing his versatile skill set.

Jordan Szekely's professional journey includes roles in private equity and acquisitions. He gained experience as a Private Equity Post-MBA Associate at Veronis Suhler Stevenson and as a Private Equity Associate at TA Associates. His expertise in mergers and acquisitions was honed during his tenure as a Mergers & Acquisitions Analyst at Lehman Brothers. Jordan also excelled as a Hedge Fund Analyst during his MBA internship at SAC Capital, demonstrating his flexibility across different financial domains.

Highlights

Aug 23 · RIABiz
Evercore makes a wealth management hire from Goldman Sachs who's fluent in investment banking - RIABiz
Aug 23 · RIABiz
Evercore makes a wealth management hire from Goldman Sachs ... - RIABiz
Evercore makes a wealth management hire from Goldman Sachs ... - RIABiz
Jordan Szekely
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Location

New York, New York, United States