Mr. Jordan Waxman, CFP, CIMA, CIA, is a Managing Director and Partner of HighTower Inc. since May 2012. He is a Managing Director, Partner, Advisor, and Director of HighTower Advisors, LLC. Prior to joining HighTower, Mr. Waxman served as Senior Vice President of Investments at Merrill Lynch Private Banking and Investment Group. He joined Merrill Lynch after eight years as a wealth manager at Goldman Sachs & Co.
He specializes in estate and financial planning, as well as in asset risk management, providing creative advice for hedging clients’ equity, fixed income, currency, commodity, and real estate risks. He is Board Emeritus of the Eli and Edythe Broad Theatre in Santa Monica, California, and serves on the professional advisory committee of McGill University’s Desautels Faculty of Management for its Investment Management discipline. In 2008 Mr. Waxman was named as one of Worth magazine’s Top 250 Wealth Advisors.
He holds the Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA) and Certified Investment Strategist (CIS) designations. He is also a licensed values-based financial planner with Money, Meaning & Choices Institute of San Francisco, a member of the Society of Trust and Estate Planning (STEP), and a member of the State Bars of New York and Massachusetts.
Mr. Waxman has an M.B.A. from the University of Chicago Booth School of Business with a concentration in Finance and Economics. Prior to business school, he received BCL and LLB degrees from McGill University’s Faculty of Law, and a B.A. (with honors) from McGill’s Faculty of Arts. At McGill, Mr. Waxman was awarded the Scarlet Key for outstanding leadership in varsity athletics, politics and literature.