HSW Advisors' Jordan Waxman is in his 20th year as a private wealth advisor. He is an attorney, an MBA, Accredited Investment Fiduciary® Designee, Certified Financial PlannerTM, Certified Investment Strategist® and Certified Investment Management Analyst®.
He has advised substantial families, company founders, CEO's, endowments, foundations and pension plans on all manner of offshore and onshore planning, securities and investment matters. He co-teaches Investments at McGill University and is a Member of the Board of Directors of HighTower, the largest advisor-owned independent private wealth management firm in the US.
Inside the Vault is a blog that will clarify and illuminate all aspects of private wealth management and investments. Jordan will describe the inner-workings of the investment world, highlighting inherent risks, opportunities and potential conflicts of interest.
Please contact Jordan Waxman at 212-286-1173 or firstname.lastname@example.org. Twitter: @hswadvisors