Jordan Davis Mathews
Director of Research - Equity at Ascension Capital Advisors, Inc.
Profile
Mr. Jordan D.
Mathews is a Co-Portfolio Manager & Director of Research at Ascension Capital Advisors, Inc. Mr. Mathews joined the firm in July 2016 and his roles include monitoring current and prospective investments for risk-managed proprietary investment models and creating trade files to uniformly apply model allocations across client accounts.
He currently serves on the investment committee of a local charitable foundation.
He has over 11 years of experience developing and implementing risk-managed strategies, including thematic long/short global macro investing and strategies dedicated to emerging markets.
Prior to joining Ascension Capital Advisors, Mr. Mathews honed his research and analytic skills at several other Texas-based registered investment advisory firms.
His commitment to risk management became deeply ingrained during the financial crisis of 2008, as he witnessed the destructive effects of the equity market collapse which reinforced the importance of risk management in protecting the value of the accounts he was managing.
Mr. Mathews was also employed as a Co-Portfolio Manager & Chief Compliance Officer by Sage Harbor Advisors, Inc.
He graduated from the University of Texas in Austin in 2004 with a BS in Mathematics, with emphasis on Statistics, Probability, and Data Analysis.
Jordan Davis Mathews active positions
Companies | Position | Start |
---|---|---|
Ascension Capital Advisors, Inc.
Ascension Capital Advisors, Inc. Investment ManagersFinance Ascension Capital Advisors, Inc. (Ascension) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Houston, Texas. The firm was founded by Paul Thompson in 1997. Ascension offers investment management and comprehensive planning services to individuals, families, businesses, trusts and foundations. | Director of Research - Equity | 2016-06-30 |
Former positions of Jordan Davis Mathews
Companies | Position | End |
---|---|---|
Sage Harbor Advisors, Inc.
Sage Harbor Advisors, Inc. Investment ManagersFinance Founded in 1997, Belding Financial Resources, Inc. is a registered investment advisor located in Houston, Texas. The firm provides investment advice to individuals, including high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Compliance Officer | - |
Training of Jordan Davis Mathews
The University of Texas at Austin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
Ascension Capital Advisors, Inc.
Ascension Capital Advisors, Inc. Investment ManagersFinance Ascension Capital Advisors, Inc. (Ascension) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Houston, Texas. The firm was founded by Paul Thompson in 1997. Ascension offers investment management and comprehensive planning services to individuals, families, businesses, trusts and foundations. | Finance |
Sage Harbor Advisors, Inc.
Sage Harbor Advisors, Inc. Investment ManagersFinance Founded in 1997, Belding Financial Resources, Inc. is a registered investment advisor located in Houston, Texas. The firm provides investment advice to individuals, including high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
- Stock Market
- Insiders
- Jordan Davis Mathews