Jordan Kaufman, CFA, CFP®
With a Master of Arts in Statistic, Jordan Kaufman, CFA, CFP®, stands out among New Jersey’s premier financial advisors.
After graduating from Columbia University with a masters in statistics, Jordan went into finance, eventually settling in at Goldman Sachs where he worked in hedge funds and institutional asset management. Jordan joined Green Ridge Wealth Planning as Partner and CIO in 2020, sharing with Bobby the same passion for clients, vision for the firm, and entrepreneurial spirit. Central to GRWP’s investment strategies are Jordan’s understanding of human behavior and motivations coupled with his expertise in financial modeling. Both of which contributed to the firm tripling its size during his first three years as partner. Jordan prides himself on helping educate our clients, developing a personalize investment strategy for them and collaborating toward achieving their goals.
Jordan envisions leading GRWP to the forefront of the RIA community through a positive work culture, employee self-development, unrivaled client experience, and by embracing continued education and cutting-edge technology.
Jordan is the co-host of the popular podcast, Ridgewood Talks, where he interviews the town’s leaders and legends.
Jordan’s Role as CIO:
- Portfolio creation, financial planning, tax and risk management.
- Creating client-specific solutions that are always designed for their unique situations.
- Knowing about all things market and economy related and relaying that information to clients in a digestible manner.
- Helping clients with employee stock options and equity compensation needs.
Recognitions:
- NJBIZ Leader in Finance 2024
- NJBIZ People to Watch in Finance 2024
- Inc. Magazine Best Workplaces 2024
Education / Certifications:
- George Washington University: B.A., Economics and Statistics
- Columbia University: M.A., Statistics
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP)
Jordan lives in Ho-Ho-Kus, NJ with his wife Justine, daughters and the family dogs. He is an avid golfer, paddle competitor, and volunteers his time with local charities. He is on the Board of Trustees for West Bergen Mental Healthcare and is an active member of The Ridgewood A.M. Rotary club.