Based in New York (NY), Jordan Szekely is an experienced financial professional who served Evercore Wealth Management as a wealth advisor from 2012 to 2014. Jordan Szekely managed assets for a wide range of clients and provided comprehensive wealth management advice and solutions to clients in NY and across the country.

Mr. Szekely previously held responsibilities with Goldman Sachs in San Francisco as a wealth advisor and assisted clients in pursuing strategies that included philanthropy and the support of charitable foundations. He also has private equity investing experience with TA Associates.

Mr. Szekely began his career in 1999 in New York with Lehman Brothers and subsequently was an MBA intern with Point72 Asset Management (f/k/a SAC Capital). At Point72, his focus was on researching and developing a range of actionable long/short equity positions. A tennis enthusiast and former college player, he also enjoys endurance athletic pursuits including triathlons and marathons.