Jordan Fisher, serves as a Portfolio Manager where he partners with clients to build individualized financial plans and investment portfolios designed to support long term financial success. He brings more than 20 years of institutional investment experience managing portfolios across public and private markets.

Jordan began his career at leading institutional investment firms in Chicago where he worked as both an analyst and portfolio manager focused on fixed income and credit markets.

He spent more than a decade at DRW, a global investment firm managing multibillion dollar portfolios, where he was responsible for evaluating and investing across a broad range of public and private opportunities. Earlier in his career he was a senior research analyst at Pentwater Capital Management where he focused on corporate credit and special situations investing.

Throughout his career Jordan has analyzed companies across industries and economic cycles. His experience investing across both equity and debt markets and across multiple layers of the capital structure provides him with a broad perspective on risk, valuation, and portfolio construction.

Since relocating to Bend, Oregon, Jordan has worked in wealth management helping clients develop investment portfolios, financial plans, and disciplined investment strategies aligned with their long-term goals.

A Chicago native, Jordan and his wife moved to Bend in 2021 to pursue their passion for the outdoors. He is an avid endurance athlete and enjoys running, cycling, and hiking on Bend’s extensive trail system. Jordan has competed in numerous half marathons, triathalons, and gravel bike races earning a few age-group podiums along the way.

Jordan earned a Bachelor of Science in Finance from the University of Illinois Urbana Champaign. He received his CFA designation in 2006 and is a member of the CFA Society of Chicago. He also supports Smiles for Asher, a Chicago based 501(c)(3) that partners with NICUs to help families struggling with critically ill children.