Finance & Operations

Jordan Kelman, CIPM®

Senior Portfolio Administrator

MBA

  • Industry Start

    2010

  • Education

    Kent State University, BS
    Roosevelt University, MBA

Jordan Kelman joined Kovitz in 2020 and currently serves as a Senior Portfolio Administrator. Jordan works closely with the COO and Operations Manager to complete projects, assist with M&A integration, improve processes and support any other operational needs of the firm. He brings with him over ten years of experience in investment operations having served as a Senior Associate at Vivaldi Capital Management, a Performance Associate at Guggenheim Partners and Senior Operations Associate at Cedar Capital. Jordan earned his Bachelor of Science degree from Kent State University and his MBA from Roosevelt University. He currently holds the Certificate in Investment Performance Measurement (CIPM®) designation through the CFA Institute.