Jordan M. Floriani, CFA

Portfolio Manager

Jordan is a member of the investment team serving as Portfolio Manager for Affinity Investment Advisors, LLC. In this capacity she is part of the team making investment decisions for clients. Her work at Affinity also includes investment operations and trading for the firm’s clients. Jordan is a primary source of day-to-day interface for many clients providing statistical data on their accounts.

Jordan brings 15 years of investment experience to Affinity. Her previous work experience includes Portfolio Manager and Vice President at Morgan Stanley Investment Management and Van Kampen, and Assistant to the Branch Manager of the Scottsdale, AZ complex of First Union Securities.

Jordan received her bachelor’s degree in Business Administration from the University of Southern California. She holds the Chartered Financial Analyst designation.

Jordan spends most of her time outside the office with her three kiddos where they love to be outdoors whether it's at the beach, the park or the golf course. She also loves to cook and see live music.

Affinity_090_FINAL

Jordan is a member of the investment team serving as Portfolio Manager for Affinity Investment Advisors, LLC. In this capacity she is part of the team making investment decisions for clients. Her work at Affinity also includes investment operations and trading for the firm’s clients. Jordan is a primary source of day-to-day interface for many clients providing statistical data on their accounts.

Jordan brings 15 years of investment experience to Affinity. Her previous work experience includes Portfolio Manager and Vice President at Morgan Stanley Investment Management and Van Kampen, and Assistant to the Branch Manager of the Scottsdale, AZ complex of First Union Securities.

Jordan received her bachelor’s degree in Business Administration from the University of Southern California. She holds the Chartered Financial Analyst designation.

Jordan spends most of her time outside the office with her three kiddos where they love to be outdoors whether it's at the beach, the park or the golf course. She also loves to cook and see live music.