Jordan Loo

Data Operations Associate at EP Wealth Advisors

Jordan Loo is a finance professional with experience in data operations and investment analysis. Currently working as a Data Operations Associate at EP Wealth Advisors since May 2022, Jordan previously served as an Investment Analyst at Titan Capital Management, where collaboration with 16 analysts led to the management of $4 million across three portfolios, consistently exceeding benchmarks. Jordan's background also includes a role as a Fixed Income Analyst for the CSUF Student Managed Investment Fund, focusing on market analysis and investment strategy development. Additional experience encompasses an internship at Winkworth Wealth Strategies, where responsibilities included stock profile construction and client file organization, along with earlier work as a Sales Associate at Protein Lab, fostering customer service skills. Jordan holds a Bachelor of Arts in Finance and Financial Management Services from California State University, Fullerton.

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