David Charles Jordan

Current Employers

Employment History

• 05/2018 → 09/2019
  Trail Ridge Investment Advisors, Llc
  Fort Collins, CO
• 10/2014 → 04/2018
  Wells Fargo Private Bank
  Walnut Creek, CA
• 09/2019 → Present
  Trail Ridge Investment Advisors, Llc
  Fort Collins, CO

Other Businesses

1) Board of Trustees for the The University of Colorado Foundation in Denver, CO. This is a unit of a public university that raises money and manages investments for the benefit of the university. His role as a trustee is to generally oversee the operation of the foundation, where money is spent, and how it is invested. He started in November of 2020. He spends approximately 2 hours per month on this activity with 1 hour during trading hours. 2) Investment Committee of Fort Lewis College in Durango, CO. This is a committee that oversees the investment portfolio of the college. He is a committee member, and meets quarterly with the outside investment manager to review their performance and strategy. He is not involved in the investment decisions. He started in March of 2022. He spend approximately 2 hours per month on this activity with 1 hour during trading hours. 3) Wilderness Experience driver for the Broadmoor Hotel in Colorado Springs, CO. His role as Wilderness Experience Driver is to transport clients between mountain properties. He started in May of 2024. This is non-investment related, and the time he spends on this activity is only on the weekends.

Designations