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Kerry Jordan, CFA
Entrepreneur, Founder, Board Director, Qualified Financial Expert, Fierce Supporter of Women, Advocate for Social Justice
Kerry Jordan, CFA, is a distinguished finance professional whose career reflects a wealth of experience across various sectors, including electronic trading, derivatives structuring, venture capital, private equity investing, and startup advisory. With a robust background that encompasses significant P&L responsibility and a keen understanding of financial modeling, securities structuring, and securities valuation, Kerry has made substantial contributions to executive leadership and board directorships throughout her career. Her journey includes pivotal roles that have equipped her with a nuanced understanding of how to interpret financial statements, audits, and investment portfolios, all while making complex financial concepts accessible for diverse audiences.
Over the years, Kerry has held influential positions that showcase her leadership capabilities and commitment to growth in the finance sector. As the Chief Operating Officer at D'Orazio Capital Partners, LLC, she successfully managed operations and contributed to strategic planning and financial success. Additionally, her tenure as Senior Vice President at FBR and her role as Director of Business Development at RMB Capital are testaments to her exceptional ability to drive business growth and foster team collaboration.
Education has been a cornerstone of Kerry's professional life. She holds a Master of Science (M.S.) degree in Finance from The George Washington University, where she honed her analytical skills and deepened her understanding of complex financial instruments. Additionally, her Bachelor of Business Administration (B.B.A.) in Finance from the University of Massachusetts Amherst laid a strong foundation for her career. Further distinguishing herself, Kerry is a Chartered Financial Analyst (CFA), a credential that signifies her expertise and commitment to the highest ethical standards in the finance industry.
Kerry is not only recognized for her professional accomplishments but also for her commitment to community service and women's advancement in finance. She has served as the Co-chair of the Midwest Regional Board of Directors at Guitars Over Guns, an organization dedicated to fostering artistic development and mentorship for youth. Her involvement with the Chicago Finance Exchange as President-elect and her participation on the Board of Directors at Notiphy and several advisory boards demonstrate her leadership in promoting finance and technology innovation. Kerry has also contributed to women's empowerment through her active roles in organizations such as the International Women's Forum, where she served as a board member and Corporate Board Fellow. By aligning her expertise with impactful initiatives, Kerry has made significant strides in elevating women in finance and creating a more inclusive environment within the industry.
In addition to her board and advisory roles, Kerry has a rich history of engagement with various nonprofit organizations. As an Impact Investing Advisory Council Member at YWCA Metropolitan Chicago, she actively contributed to strategies aimed at enhancing the financial well-being of underserved communities. Her previous role as Chairman of the Board of Directors for Warriors at Ease exemplifies her dedication to supporting programs that help veterans find peace and healing through mindfulness and yoga. Kerry’s well-rounded experiences in both the financial realm and her philanthropy indicate her belief in using finance as a tool for positive change.
