Jordan Lipson

Jordan Lipson

Portfolio Manager • Phoenix Portfolios

Jordan Lipson is the portfolio manager of the Cromwell Phoenix Global Opportunities Fund and a research analyst across all of Phoenix Portfolios products. Jordan has a … More
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Contributor Since December 2022
About Jordan
Bio

Jordan Lipson is the portfolio manager of the Cromwell Phoenix Global Opportunities Fund and a research analyst across all of Phoenix Portfolios products. Jordan has a Bachelor of Commerce degree from the University of New South Wales where he majored in Actuarial Studies and Finance. Prior to joining Phoenix in March 2016, Jordan was a Portfolio Analyst at Advance Asset Management / BT Invest Solutions and reported to the Head of Portfolio Construction and ESG. Jordan is a CFA Charter Holder.

Company

Phoenix Portfolios

Position

Portfolio Manager