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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Choreo | Associate | Sep 2022 to Present | — |
| First Generation Investors | Fairfield Chapter Tutor | Jan 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 Group | Managing Director | Feb 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 Accessibility | Notetaker | Sep 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 Lynch | Merrill Lynch Seasonal Client Associate | Jun 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 University | RecPlex Supervisor | Jan 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
Others at Choreo, LLC (16)
| Name | Role | Location |
|---|---|---|
| Associate | Petaluma, CA , United States | |
B Brandon Baker | Associate | VA , United States |
E Ehsan Faraz | Senior Associate | CA , United States |
| Associate | Fort Collins, CO , United States | |
| Senior Associate | Mount Airy, MD , United States | |
| Senior Associate | Reno, NV , United States | |
| Senior Associate | Norman, OK , United States | |
R Roberta Counley | Senior Associate | Rockford, IL , United States |
R Roxanne McNamer | Senior Associate | Saint Paul, MN , United States |
S Sydney Cross | Senior Associate | United States |
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