Jordan Davis Mathews
Directeur de la Recherche - Actions chez Ascension Capital Advisors, Inc.
Profil
Mr. Jordan D.
Mathews is a Co-Portfolio Manager & Director of Research at Ascension Capital Advisors, Inc. Mr. Mathews joined the firm in July 2016 and his roles include monitoring current and prospective investments for risk-managed proprietary investment models and creating trade files to uniformly apply model allocations across client accounts.
He currently serves on the investment committee of a local charitable foundation.
He has over 11 years of experience developing and implementing risk-managed strategies, including thematic long/short global macro investing and strategies dedicated to emerging markets.
Prior to joining Ascension Capital Advisors, Mr. Mathews honed his research and analytic skills at several other Texas-based registered investment advisory firms.
His commitment to risk management became deeply ingrained during the financial crisis of 2008, as he witnessed the destructive effects of the equity market collapse which reinforced the importance of risk management in protecting the value of the accounts he was managing.
Mr. Mathews was also employed as a Co-Portfolio Manager & Chief Compliance Officer by Sage Harbor Advisors, Inc.
He graduated from the University of Texas in Austin in 2004 with a BS in Mathematics, with emphasis on Statistics, Probability, and Data Analysis.
Postes actifs de Jordan Davis Mathews
Sociétés | Poste | Début |
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Ascension Capital Advisors, Inc.
Ascension Capital Advisors, Inc. Investment ManagersFinance Ascension Capital Advisors, Inc. (Ascension) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Houston, Texas. The firm was founded by Paul Thompson in 1997. Ascension offers investment management and comprehensive planning services to individuals, families, businesses, trusts and foundations. | Directeur de la Recherche - Actions | 01/07/2016 |
Anciens postes connus de Jordan Davis Mathews
Sociétés | Poste | Fin |
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Sage Harbor Advisors, Inc.
Sage Harbor Advisors, Inc. Investment ManagersFinance Founded in 1997, Belding Financial Resources, Inc. is a registered investment advisor located in Houston, Texas. The firm provides investment advice to individuals, including high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Compliance Officer | - |
Formation de Jordan Davis Mathews
The University of Texas at Austin | Undergraduate Degree |
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Entreprise privées | 2 |
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Ascension Capital Advisors, Inc.
Ascension Capital Advisors, Inc. Investment ManagersFinance Ascension Capital Advisors, Inc. (Ascension) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Houston, Texas. The firm was founded by Paul Thompson in 1997. Ascension offers investment management and comprehensive planning services to individuals, families, businesses, trusts and foundations. | Finance |
Sage Harbor Advisors, Inc.
Sage Harbor Advisors, Inc. Investment ManagersFinance Founded in 1997, Belding Financial Resources, Inc. is a registered investment advisor located in Houston, Texas. The firm provides investment advice to individuals, including high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Finance |