Jordan Szekely
Chief Executive Officer at Cherrydale Wealth Management LLC
Profile
Jordan Ian Szekely has founded Cherrydale Wealth Management LLC in 2014, where he currently holds the title of Managing Member & Chief Compliance Officer.
He previously worked as an Associate at VSS Fund Management LLC from 2006 to 2008 and as a Vice President at Focus Financial Partners LLC.
Mr. Szekely has an MBA from The Trustees of Columbia University in The City of New York and an undergraduate degree from the University of Pennsylvania.
Jordan Szekely active positions
| Companies | Position | Start |
|---|---|---|
Cherrydale Wealth Management LLC
 Cherrydale Wealth Management LLC Investment ManagersFinance Cherrydale Wealth Management LLC (CWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Hoboken, New Jersey. The firm was founded by Jordan Szekely in 2014. CWM provides comprehensive wealth management advice to individuals and families. | Chief Executive Officer | 2014-07-31 |
Former positions of Jordan Szekely
| Companies | Position | End |
|---|---|---|
VSS Fund Management LLC
 VSS Fund Management LLC Investment ManagersFinance VSS Fund Management LLC (Veronis Suhler Stevenson) is a subsidiary of Veronis Suhler Stevenson LLC, a private equity firm founded in the year 1981 by John J. Veronis and John S Suhler. The firm is headquartered in New York. | Private Equity Analyst | 2008-01-30 |
Focus Financial Partners LLC
 Focus Financial Partners LLC Investment ManagersFinance Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Jordan Szekely
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
VSS Fund Management LLC
VSS Fund Management LLC Investment ManagersFinance VSS Fund Management LLC (Veronis Suhler Stevenson) is a subsidiary of Veronis Suhler Stevenson LLC, a private equity firm founded in the year 1981 by John J. Veronis and John S Suhler. The firm is headquartered in New York. | Finance |
Focus Financial Partners LLC
Focus Financial Partners LLC Investment ManagersFinance Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY. | Finance |
Cherrydale Wealth Management LLC
Cherrydale Wealth Management LLC Investment ManagersFinance Cherrydale Wealth Management LLC (CWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Hoboken, New Jersey. The firm was founded by Jordan Szekely in 2014. CWM provides comprehensive wealth management advice to individuals and families. | Finance |
- Stock Market
- Insiders
- Jordan Szekely
