David C. Jordan . CFA

<span>Chief Investment Officer &#38; Senior Portfolio Manager</span>

Chief Investment Officer & Senior Portfolio Manager

With more than 30 years of portfolio management experience, David builds investment portfolios to help people meet their investment objectives while managing risk. 


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Meet David

Experience

Experience

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.

Outside Interests

Outside Interests

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.

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