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Jordan C. Blevins, CFA

Jordan C. Blevins, CFA

Associate / Intern

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location of Jordan C. Blevins, CFAScottsdale, Arizona, United States

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  • Timeline

  • About me

    Vice President, Senior Portfolio Manager at TrustBank Wealth Management

  • Education

    • CFA Institute

      -
      Chartered Financial Analyst® (CFA®)

      Activities and Societies: I am a member of the CFA Institute, Phoenix CFA Society, and past Board Member of the Tucson CFA Society. To earn the CFA Charter, candidates must sequentially pass three six-hour exams that are widely considered to be the most rigorous in the investment profession. The CFA curriculum includes ethical and professional standards, financial reporting and analysis, corporate finance, economics, statistical and quantitative methods, equity, fixed income, and alternative investments, derivatives, portfolio management, and wealth planning.

    • University of Arizona, Eller College of Management

      2000 - 2004
      Bachelor of Science Accounting

    • University of Arizona, Eller College of Management

      2009 - 2010
      Master of Business Administration (M.B.A.)

      Team-based MBA program studying topics including; Leadership, Ethics, Communication, Social Responsibility, Accounting, Finance, Economics, Marketing, Statistics, Management Information Systems (MIS), Project Management, Negotiations, and International Relations.

  • Experience

    • AIG VALIC

      Sept 2003 - Feb 2004
      Associate / Intern

      I provided support for the financial advisors as they served local non-profit and public sector employees' 403(b) and 457 retirement plans, IRAs, and insurance needs. Our clients were primarily employees of Tuscon Unified School District, University of Arizona, and Tucson Medical Center.

    • Greenberg Financial Group

      Jan 2004 - Jul 2004
      Associate / Intern

      I provided support for several local financial advisors, tracking and clearing daily trades through settlement, and giving stock quotes and research to clients on the phone.

    • The Northern Trust Company

      Dec 2004 - Sept 2021

      I provided support for 3 local Investment Portfolio Managers with over $1 Billion in assets under management; confirming investment objectives, asset allocations, investment performance, and working on special projects as they came up daily.

      • Vice President, Senior Investment Portfolio Manager

        Dec 2018 - Sept 2021

      • Vice President, Portfolio Manager

        Nov 2014 - Nov 2018

      • Second Vice President, Portfolio Manager

        Nov 2011 - Oct 2014

      • Second Vice President, Associate Portfolio Manager

        Jan 2008 - Oct 2011

      • Bank Officer, Investment Associate

        Dec 2004 - Dec 2007

    • TrustBank Wealth Management

      Sept 2021 - now
      Vice President, Senior Portfolio Manager

      I manage the investment portfolios of high net-worth clients and fiduciary trusts with over 15 years of experience determining goals and investment objectives, financial planning to optimize the outcomes, and managing risk through asset allocation and diversification to better achieve sufficiency, with both a focus on providing current income and long-term growth, and all with excellent client service.

  • Licenses & Certifications

    • Chartered Financial Analyst® (CFA®)

      CFA Institute

    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate

  • Volunteer Experience

    • Volunteer, donator

      Issued by Valley of the Sun United Way
      Valley of the Sun United WayAssociated with Jordan C. Blevins, CFA