Fundraising Fox

Jordan Cowart

Investor

Vice President, Private Wealth Advisor at Westwood Holdings Group

Dallas, Texas, United States

Experience

  1. Westwood Holdings Group, Inc.VP, Private Wealth Advisorcurrent2023 — presentDallas, Texas, United States
  2. Mercer AdvisorsWealth Advisor2022 — 2023Dallas, Texas, United States
  3. Mercer AdvisorsAssociate Wealth Advisor2021 — 2022Dallas, Texas, United States
  4. Promus Advisors, LLCClient Service Advisor2018 — 2021Dallas/Fort Worth Area
  5. NYLIFE Securities LLCFinancial Services Professional2015 — 2018
  6. New York Life Insurance CompanyLicensed Agent2015 — 2018Dallas/Fort Worth Area

Skills & more

Leadership25Customer Service27Sales21Risk Management6Social Media Marketing5Retirement Planning4Investments4Strategic Planning2Business Insurance Planning1Estate Planning1Supplements to Employee Benefits1Customer Relations1
+12 moreInsuranceFinancial AnalysisBusiness AnalysisMarket AnalysisFixed IncomeEquitiesPortfolio ManagementEconomicsMicrosoft ExcelTime ManagementNetworkingTeamwork
  • Chartered Financial Analyst® (CFA) Charterholder — CFA Institute
  • CERTIFIED FINANCIAL PLANNER ™ — CFP Board
  • Series 65 — FINRA
  • Series 63 — FINRA
  • Series 6 — FINRA

From Jordan's professional profile.

Colleagues at Westwood Holdings Group

Amber Warner-Warr
Portfolio Analyst at Claret Capital Partners
Amy Lester
Senior Vice President, Relationship Manager at Westwood Holdings Group
Julie Cooper
Associate Vice President, Tax Manager - Wealth Management, CPA at Westwood Holdings Group
Karim Lakhani
Senior Vice President, Private Wealth Advisor, CFA at Westwood Holdings Group
Karla Dominguez
Senior Vice President, Private Wealth Advisor, JD at Westwood Holdings Group
Melissa McMillian
Senior Vice President, Private Wealth Advisor at Westwood Holdings Group
Michael Yan
Director of Wealth Investments, Fixed Income Portfolio Manager at Westwood Holdings Group
Nathaniel Norgren
Chief Legal Counsel at Claret Capital Partners

Frequently asked questions

Who is Jordan Cowart?
Vice President, Private Wealth Advisor, CFA, CFP at Westwood Holdings Group
Where does Jordan Cowart work?
Jordan Cowart is Vice President, Private Wealth Advisor at Westwood Holdings Group.
Where did Jordan Cowart go to school?
Jordan Cowart studied at Oklahoma State University (Bachelor’s Degree, Finance, General).

Same school

Also attended Oklahoma State University43

David WoodsCo-Founder and Strategic Partner at Cortado VenturesTracy PooleInvestor at FortySix Venture CapitalGarrettInvestor at FortySix Venture CapitalCliff CoppersmithBoard Member at Maryland TEDCOVizay KotikalapudiInvestor at Riverwood CapitalJacob DeZarnInvestment Team at Capital Midwest Fund

+ 37 more

Shared employers

Also worked at Mercer Advisors1

Jeffrey LovellCo-Founder, Chairman at Lovell Minnick

Also worked at NYLIFE Securities LLC1

Michael BrodskyPresident at Era Ventures

Also worked at New York Life Insurance Company33

Natan ReddyPrincipal at Ironspring VentureRyan FrisbiePartner at VIEWPOINT VENTURESDavid CastellaniOperating Partner at Brewer Lane VenturesJohn KimFounder & Managing Partner at Brewer Lane VenturesKhandker AhamedDirector, Innovation Services at New York Life VenturesJoel AlbarellaSVP, Head of NYL Ventures at New York Life Ventures

+ 27 more