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Jordan Shuck

Jordan Shuck

Associate at Choreo, LLC

Washington, DC , United States

About

Jordan Shuck is an Associate in Wealth Management at Choreo, based in the Potomac office with a primary work location in the Washington, DC metropolitan area. In this capacity, she supports portfolio management, client servicing, and the formulation of financial strategies for high-net-worth individuals and families, leveraging the resources of Choreo’s national wealth advisory platform.

Her investment focus centers on wealth management, financial planning, and the implementation of diversified portfolios across traditional asset classes such as equities, fixed income, and alternative investments, tailored to each client's needs. Prior to joining Choreo in September 2022, Jordan gained experience as Managing Director at Fairfield Investment Group and served as a Fairfield Chapter Tutor for First Generation Investors, evidencing her commitment to both investment research and financial education.

Jordan holds a degree in Finance from Fairfield University Honors College, providing a foundation in quantitative analysis and portfolio theory. Her early involvement in leadership roles during her studies and her current function at Choreo reflect a growing track record in client-centric wealth management and a dedication to advancing financial literacy within the investment community.

Career History

OrganizationRoleDate RangeDetails
ChoreoAssociateSep 2022 to Present
First Generation InvestorsFairfield Chapter TutorJan 2021 to May 2022
- Participate in a non-profit organization that teaches students the power of investing - Provide young adults with the knowledge and skills necessary to thrive in the investment economy - Meet weekly...
Fairfield Investment GroupManaging DirectorFeb 2020 to May 2022
- Student-run organization to analyze economic and market trends in order to make informed investment decisions for the group - Prepare PowerPoint presentation to pitch the team NVIDIA which was incor...
Fairfield University Office of AccessibilityNotetakerSep 2019 to May 2022
- Selected by the professor to write and create detailed notes for students to access - Demonstrate organizational skills and attention to detail by promptly publishing accurate class notes
Merrill LynchMerrill Lynch Seasonal Client AssociateJun 2020 to Aug 2021
- Created summary documents for clients including personal and family information to facilitate interactions between clients and management - Researched stocks across sectors to provide clients with a...
Fairfield UniversityRecPlex SupervisorJan 2019 to Aug 2021
- Manage student staff while overseeing daily facility operations to effectively run the campus facility - Demonstrated quality customer service, ensuring client satisfaction

Education

Fairfield University Honors College

Finance, General

2018 2022

Academy of the Holy Cross

High School Diploma

2014 2018

Skills & Expertise

Microsoft PowerPoint
Microsoft Word
Social Media
Research
Analytical Skills
Microsoft Office
Leadership
Finance
Customer Service
Investments
Microsoft Excel

Others at Choreo, LLC (16)

NameRoleLocation
Andrea Ringlein
Andrea Ringlein
AssociatePetaluma, CA , United States
B
Brandon Baker
AssociateVA , United States
E
Ehsan Faraz
Senior AssociateCA , United States
Kasia Kondracka
Kasia Kondracka
AssociateFort Collins, CO , United States
Lianna Meiburger
Lianna Meiburger
Senior AssociateMount Airy, MD , United States
Naam Bailey
Naam Bailey
Senior AssociateReno, NV , United States
Nikki Wright
Nikki Wright
Senior AssociateNorman, OK , United States
R
Roberta Counley
Senior AssociateRockford, IL , United States
R
Roxanne McNamer
Senior AssociateSaint Paul, MN , United States
S
Sydney Cross
Senior AssociateUnited States
Showing 1-10 of 16 team members

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