Jordana Davis Wealth Strategist
Joined Northern Trust
Education
- Master of Business Administration in Finance and Management from New York University’s Stern School of Business
- Bachelor of Business Administration in Finance from Emory University
Expertise
She is responsible for collaborating with ultra-high net worth individuals, families, divorcees and business owners to provide tailored wealth management solutions. By leveraging a wide range of capabilities including investment management, trust and estate services, philanthropy and private banking, she will help clients create plans consistent with their financial goals. Jordana has over 20 years’ experience in the wealth management industry.
Experience
As a Personal Investment Portfolio Manager, she constructed and managed diversified investment portfolios across asset classes and geographies for high net worth individuals, trusts and charitable organizations. She assessed relevant investment solutions to help clients meet their goals. Prior to joining Northern Trust, Jordana worked in New York City at Morgan Stanley in the Private Wealth Management division, where she worked with a team of discretionary portfolio managers in running equity, fixed income, and balanced portfolios for high net worth individuals.
Community Involvement
She is active in supporting education and is on the board of Health Information Project. In the past she has been on the boards of City Year Miami and Temple Beth Am Religious School.