Katie McCluskey

Katie McCluskey is an Analyst at Jordan Park Group in San Francisco, CA, confirmed by multiple professional directories and the firm's staffing lists. In this role, she supports client advisory and investment management functions for ultra-high-net-worth individuals and family offices, focusing on portfolio analysis, asset allocation, and client servicing in a multi-asset environment.

McCluskey specializes in analyzing investment opportunities across traditional and alternative asset classes, with an emphasis likely on equities, fixed income, private investments, and real estate solutions, reflecting the broad investment strategies employed by Jordan Park Group. Her responsibilities involve research, due diligence, and operational support for both liquid and illiquid portfolio allocations.

Prior to joining Jordan Park Group in July 2023, McCluskey gained finance experience as an intern in Intel Corporation’s finance and accounting division and developed customer-facing skills as a barista and cashier at the University of San Diego. She holds a Bachelor’s degree in Finance with minors in Real Estate and Marketing from the University of San Diego, building strong analytical and sector-specific expertise she brings to her current role.