Jordan Szekely
Amministratore Delegato presso Cherrydale Wealth Management LLC
Profilo
Jordan Ian Szekely has founded Cherrydale Wealth Management LLC in 2014, where he currently holds the title of Managing Member & Chief Compliance Officer.
He previously worked as an Associate at VSS Fund Management LLC from 2006 to 2008 and as a Vice President at Focus Financial Partners LLC.
Mr. Szekely has an MBA from The Trustees of Columbia University in The City of New York and an undergraduate degree from the University of Pennsylvania.
Posizioni attive di Jordan Szekely
| Società | Posizione | Inizio |
|---|---|---|
Cherrydale Wealth Management LLC
 Cherrydale Wealth Management LLC Investment ManagersFinance Cherrydale Wealth Management LLC (CWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Hoboken, New Jersey. The firm was founded by Jordan Szekely in 2014. CWM provides comprehensive wealth management advice to individuals and families. | Amministratore Delegato | 01/08/2014 |
Precedenti posizioni note di Jordan Szekely
| Società | Posizione | Fine |
|---|---|---|
VSS Fund Management LLC
 VSS Fund Management LLC Investment ManagersFinance VSS Fund Management LLC (Veronis Suhler Stevenson) is a subsidiary of Veronis Suhler Stevenson LLC, a private equity firm founded in the year 1981 by John J. Veronis and John S Suhler. The firm is headquartered in New York. | Analista di Private Equity | 31/01/2008 |
Focus Financial Partners LLC
 Focus Financial Partners LLC Investment ManagersFinance Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Formazione di Jordan Szekely
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| University of Pennsylvania | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
VSS Fund Management LLC
VSS Fund Management LLC Investment ManagersFinance VSS Fund Management LLC (Veronis Suhler Stevenson) is a subsidiary of Veronis Suhler Stevenson LLC, a private equity firm founded in the year 1981 by John J. Veronis and John S Suhler. The firm is headquartered in New York. | Finance |
Focus Financial Partners LLC
Focus Financial Partners LLC Investment ManagersFinance Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY. | Finance |
Cherrydale Wealth Management LLC
Cherrydale Wealth Management LLC Investment ManagersFinance Cherrydale Wealth Management LLC (CWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Hoboken, New Jersey. The firm was founded by Jordan Szekely in 2014. CWM provides comprehensive wealth management advice to individuals and families. | Finance |
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