Cassidy Bruner

Cassidy Bruner is an analyst at Jordan Park Group, where she has held her current position since July 2023. In this role, she contributes to investment analysis and portfolio management for high-net-worth clients and families, with a focus on providing tailored wealth management solutions. Specific asset classes or sector focus at Jordan Park Group are not publicly detailed, but the firm is known for its work across public and private markets, including equities, alternatives, and multi-asset strategies.

Prior to joining Jordan Park, Cassidy worked at the University of Pennsylvania's Wharton Climate Center as part of the Data Acquisition team, where she contributed to the development of climate-related financial databases. Her experience there provided her with expertise in data analysis and quantitative research relevant to sustainable investing and ESG factors.

During her time at the University of Pennsylvania, Cassidy demonstrated leadership as captain of the Venus Women's Club Ultimate Frisbee team from 2019 to 2023. While her formal education credentials are not listed in public sources, her background reflects strong skills in research, data analytics, and collaborative leadership.