Jordan Stein

Associate, Private Capital

About Jordan

Jordan graduated from Claremont McKenna College in 2014 and spent the following two years as an investment banker for Moelis in NYC.  After Moelis, he ran a group of golf-industry focused vocational schools, Golf Academy of America, while also working on the finance team for the parent company (Education Corporation of America).

Jordan works with the team on RIA acquisitions and other PE opportunities.