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About
Dj Engelke serves as Senior Associate at Jordan Park Group, a financial services firm specializing in investment management and advice for individuals, families, and institutions based in Rochester, NH. In his current role, he is responsible for supporting clients with wealth management strategies, portfolio construction, and comprehensive investment planning, leveraging Jordan Park Group’s expertise in tailored financial solutions for high-net-worth clientele.
Dj’s investment focus is on multi-asset portfolio management, including equities, fixed income, alternative investments, and private markets, which are core sectors for Jordan Park Group’s client services. He brings a sophisticated understanding of complex financial instruments and holistic wealth management, aligning investment strategies with long-term client goals in areas such as philanthropy and legacy planning.
Prior to his current position, Dj held roles as Associate at Jordan Park Group and Client Service Specialist at Arcadia Financial Group, developing expertise in client service, account administration, and wealth advisory from 2019 onward. He holds a Bachelor of Arts from Saint Anselm College and has contributed to the firm’s reputation for empathetic, client-centric advisory, consistently supporting the optimization of outcomes across a diverse suite of asset classes and investment solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jordan Park Group | Senior Associate | Dec 2023 to Present | — |
| Jordan Park Group | Associate | Jan 2022 to Dec 2023 | — |
| Arcadia Financial Group | Client Service Specialist | Oct 2019 to Jan 2022 | — |
| Cambridge Trust Company | Client Advisor | Jan 2019 to Sep 2019 | — |
Education
Saint Anselm College
Bachelor of Arts (B.A.)
2014 — 2018
Others at Jordan Park Group LLC (41)
| Name | Role | Location |
|---|---|---|
B Bobby Palladino | Portfolio Manager | New York, NY , United States |
B Brian Goncalves | Senior Associate | Beverly, MA , United States |
| Partner | San Francisco, CA , United States | |
| Associate | San Francisco, CA , United States | |
C Cassidy Bruner | Analyst | CA , United States |
D David Salisbury | Partner | CA , United States |
| Vice President, ESG and Impact Investing | San Francisco, CA , United States | |
E Eric Miller | Vice President, Investment Infrastructure | San Francisco, CA , United States |
| Partner | Lafayette, CA , United States | |
| Senior Analyst | New York, NY , United States |
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