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Client Strategists

John Jordan, CFA®, CTP®

Executive Director
Senior Client Strategist

404.230.5327

Background

John E. Jordan, CFA®, CTP®, Executive Director, joined Sterling Capital in 2021 and has investment experience since 1996. John serves as a senior client strategist focusing on institutional clients’ fixed income, equity, and multi-asset portfolio strategy needs. He has a diverse professional background in corporate and investment banking, capital markets, and corporate liquidity investment management, working with a variety of clients including corporations, municipal and governmental, healthcare, higher education and not-for-profit entities. Previously, John worked for SunTrust Robinson Humphrey (now Truist Securities), Stonemont Financial Group, and Angel Oak Capital. John earned his undergraduate degree in Management Information Systems at the University of Georgia and his MBA in Finance at Georgia State University. He holds a Chartered Financial Analyst® and Certified Treasury Professional® designations.

Area of Focus

  • Institutional client strategy

Previous Experience

  • SunTrust Robinson Humphrey (now Truist Securities)
  • Stonemont Financial Group
  • Angel Oak Capital

Education

  • University of Georgia
  • Georgia State University

Affiliations & Professional Licenses

  • CFA Institute
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