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Derek Jordan

Derek Jordan

Portfolio Analyst at BRYN Mawr Trust Co.

Philadelphia, PA , United States

About

Derek Jordan serves as a Portfolio Analyst at Bryn Mawr Trust in Philadelphia, PA, where he supports fixed-income trading and portfolio management since joining the firm in 2024. His responsibilities include assisting with investment analysis, trade execution, and monitoring portfolios, with a particular emphasis on fixed-income securities such as bonds and related instruments.

Jordan’s career at Bryn Mawr Trust began with internships focusing on portfolio analysis and investment support, where he gained hands-on experience with asset allocation and financial research. He progressed from Investment Intern and then Portfolio Analyst Intern before moving into his current full-time analyst role in 2024, allowing him to develop expertise in both operational and research-driven areas of investment management.

He holds a Bachelor of Business Administration (BBA) in Finance, complemented by a minor in Information Systems & Technology from The College of New Jersey. Jordan’s background positions him to leverage quantitative analysis and technological insights in his work, with a primary investment focus on fixed-income markets and portfolio risk management for institutional and individual clients.

Career History

OrganizationRoleDate RangeDetails
Bryn Mawr TrustPortfolio AnalystJun 2024 to Present
Bryn Mawr TrustPortfolio Analyst InternJan 2024 to May 2024
Bryn Mawr TrustInvestment InternJun 2023 to Aug 2023
Rotational experience across equity research, fixed income, and investment strategy. Performed bottom-up equity research estimating the fair value of a company in the consumer staples sector.
StantecInternOct 2018 to Jun 2019
HOKInternOct 2017 to Jun 2018

Education

The College of New Jersey

Bachelor of Business Administration - BBA, Finance | Minor: Information Systems & Technology

Others at BRYN Mawr Trust Co. (18)

NameRoleLocation
B
Brandon Shuler
Senior Vice President, Senior Portfolio ManagerBerwyn, PA , United States
B
Brian Feldman
TraderNew York, NY , United States
C
Christopher Krumenacker
Senior Equity Research AnalystPhiladelphia, PA , United States
Corey Bell
Corey Bell
Quantitative ResearcherSmyrna, GA , United States
J
James Hutchinson
Sr. Vice President and Investment AdvisorPhiladelphia, PA , United States
P
Peter Brodie
Chief Investment OfficerWayne, PA , United States
S
Seth Dadds
Portfolio Manager and Head of Securities ResearchUnited States
Stephen Biggin
Stephen Biggin
Investment Research AnalystExton, PA , United States
A
Andrew Bass
Investment AssociatePhiladelphia, PA , United States
Andrew Davis
Andrew Davis
SVP, Head of Macro ResearchPhiladelphia, PA , United States
Showing 1-10 of 18 team members

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