Bell Bank
Jordan Bancroft, CFA, CAIA has a diverse work experience history. In 2014, they worked as an Investment Analyst at Concordia College- Scheels Investment Fund. From 2016 to 2020, they were associated with the Office of the Comptroller of the Currency, where they held various roles, including Assistant National Bank Examiner, Associate National Bank Examiner, and MCBS Capital Markets Development Team. Since 2020, they have been working at Bell Bank, where they initially served as a Performance Reporting Analyst and currently holds the position of VP | Portfolio Manager.
Jordan Bancroft, CFA, CAIA completed their undergraduate studies at Concordia College from 2012 to 2016, where they obtained a degree in Finance and Accounting.
In terms of additional certifications, they achieved the CFA Level 1 certification from the CFA Institute in September 2017. Subsequently, they obtained the CFA Level 2 certification from the same institution in September 2018. In June 2020, they successfully obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute.
Moreover, they acquired the Charter of the Chartered Alternative Investment Analyst (CAIA) in May 2021 from the CAIA Association.
Lastly, in May 2023, they completed the High Impact Presentations course from the Dale Carnegie of North Dakota & Minnesota.
Bell Bank
People matter at Bell Bank – and it shows in how our team members treat each other, our customers and those around us. As members of the Bell Bank family, we provide unequaled personal service, working in the best interest of those we serve. Our award-winning workplace promotes success, recognizes achievement – and offers an environment focused on having fun while helping others. At Bell, we build careers. We build community. We positively impact lives around us. Employees are actively encouraged to volunteer (receiving 16 hours of paid volunteer time annually), and our unique Pay It Forward initiative has empowered more than $17 million in employee giving to people and causes we care about. Founded in 1966 and headquartered in Fargo, North Dakota, Bell has grown to become one of the nation’s largest independently owned banks. A family- and employee-owned company, Bell has full-service bank locations in North Dakota, Minnesota, and Arizona and mortgage offices in multiple states. Bell Bank is a Member FDIC, Equal Employment Opportunity Employer and an Equal Housing Lender (we lend without regard to race, color, religion, national origin, sex, handicap or familial status). Investment and wealth management services are not FDIC insured, have no bank guarantee, may lose value, not a deposit and not insured by any federal government agency.