Jordan Karen

Jordan Karen is an experienced financial professional currently serving as the Director of Portfolio and Wealth Advisory at BBR Partners since March 2022. In this role, Jordan collaborates with families to define financial goals and integrate elements such as Trust & Estate planning and Philanthropic planning into comprehensive wealth management strategies. Prior to this position, Jordan worked as a Single Family Office Executive from June 2018 to February 2022, where responsibilities included managing the principal's total balance sheet and overseeing strategic asset allocation and portfolio management. Jordan's career began at Morgan Stanley, where roles included Financial Advisor in the Private Wealth Management division and Analyst in both the Business Consulting Group and Private Wealth Management Division from June 2013 to June 2018. Jordan holds a Bachelor of Arts in Public Policy Studies from Duke University, earned between 2009 and 2013.