Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. 

Our mission is to enhance lives and legacies.


Investment Management

Jordan Park Group

Jordan Park Group's headquarters in San Francisco, United States

Frank Ghali

Heather Brownlie

Douglas Flanzer

Erin Abouzaid

Matthew J. Edmonds

Erika O'Connor

George Lusch

Kimberly Vivas

The Leadership Team at Jordan Park Group drives the strategic direction and operational excellence of the company. Comprising key executives across investment strategy, client advisory, compliance, finance, technology, and operations, this team collaborates to ensure the firm's mission of enhancing lives and legacies is achieved. They leverage their diverse expertise to solve complex problems, foster an exceptional client experience, and navigate the challenges faced by their distinct community of clients.

Leadership Team

The Client Services and Advisory team at Jordan Park Group is dedicated to providing personalized investment management and financial advice to our clients. This team is responsible for building and maintaining strong relationships with clients, understanding their unique needs and objectives, and offering tailored strategies to enhance their financial well-being and legacy. The team leverages deep expertise and diverse experience to navigate complex financial landscapes, ensuring that clients achieve their optimal outcomes.

Client Services and Advisory

The Investment and Research team at Jordan Park Group is responsible for developing and implementing investment strategies tailored to the unique needs of clients. Their duties include conducting thorough quantitative and qualitative research, managing and evaluating investment portfolios, advising on private assets, and ensuring compliance with regulatory standards. They work collaboratively to provide cutting-edge, impact-focused investment solutions that align with and enhance the clients' long-term financial goals and legacies.

Investment and Research

The Finance Team at Jordan Park Group is responsible for managing the company's financial planning, reporting, and analysis. They ensure sound financial strategies, maintain budgetary controls, and provide crucial financial insights to guide decision-making. Their expertise supports the company's mission to enhance the lives and legacies of its clients by delivering tailored financial solutions.

Finance Team

The Legal and Compliance team at Jordan Park Group is responsible for ensuring that the company adheres to legal standards and regulatory requirements, mitigating risks, and safeguarding the firm's integrity. They provide legal counsel, manage compliance policies, oversee regulatory filings, and support the firm in navigating complex legal landscapes to empower clients to achieve their optimal outcomes while maintaining ethical and legal standards.

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Jordan Park Group

Org chart

Teams

Leadership Team

Client Services and Advisory

Investment and Research

Finance Team

Legal and Compliance

Offices

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Jordan Park Group

Org chart

Teams

Leadership Team

Client Services and Advisory

Investment and Research

Finance Team

Legal and Compliance

Offices

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