Christine Jordan, CFP®

Manager, Senior Consultant, The Wealth Office®

Christine provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. She services clients by offering advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management.

Prior to joining the firm in 2018, Christine was Vice President and Financial Advisor at Rappaport Reiches Capital Management, LLC and held various positions with Fidelity Investments. Christine earned a BBA in Finance from James Madison University and is a Certified Financial Planner (CFP®). Christine is a past member of the Neighborhood Parents Network, member of the Board for Girls Supporting Girls and holds several volunteer positions at St. Clement School & Church in Lincoln Park. In her free time, Christine enjoys traveling, reading, cycling classes and attending her children’s sporting events.