David C. Jordan . CFA

David  served as the Managing Director of Tributary Capital Management in Fort Collins, Colorado.  He managed mid-cap growth and balanced strategies for the Tributary mutual funds,  pension and profit sharing plans, endowments, and other non-profits. These strategies were consistently among the top performers in their peer groups and were ranked four or five stars by Morningstar® during his 18-year tenure as manager. Before Tributary, David served as Chief Investment Officer for First  National Bank Wealth Management in Colorado, where he managed portfolios for high-net-worth individuals,  family foundations, and family offices. He also managed the bank’s pooled and common trust funds and its  largest multi-generational family investment portfolios. Prior to joining TRAIL RIDGE Wealth Management,  David was a Senior Investment Strategist with a large multi-national bank. David earned his undergraduate  degree in finance from the University of Colorado, Boulder. He holds the Chartered Financial Analyst® designation and has been an active industry leader serving in various roles at the CFA Institute, including as  the Topic Area Coordinator for Equities and a member of the Candidate Curriculum Committee and Council of Examiners.

David values community involvement. He served on the board for the  Boys & Girls Club and the Red Cross, and as a volunteer at numerous other non-profits. A long-time Coloradan,  he is a mountain biking enthusiast.

You'd Never Guess

David has climbed 35 of Colorado’s 53 fourteeners, and plans to take on several more.