Jordan Dalley

Jordan Dalley is an Investment Research Associate at Shepherd Kaplan Krochuk, LLC in Boston, MA, where he conducts in-depth investment analysis and supports the firm's portfolio management activities. In this role, he focuses on providing research for multi-asset class portfolios, with particular attention to equities, fixed income, and alternative investments for institutional and high-net-worth clients.

Prior to his current position, Jordan gained substantial experience as an Investment Research Intern at the same firm, where he contributed to manager due diligence, asset allocation strategies, and industry research from 2022 to 2024. He also served as a Teaching Assistant at Tulane University, further honing his analytical and communication skills in an academic setting.

Jordan holds a Bachelor of Science in Finance and a specialization in Real Estate from Tulane University, and has also pursued studies in Business Administration and Management at UCLA. His expertise lies in financial analysis, investment research, and manager evaluation, with a focus on supporting complex multi-asset portfolios. Jordan is recognized for his rigorous approach to investment research and his contributions to sophisticated investment solutions at Shepherd Kaplan Krochuk, LLC.