Jordan Park Group LLC

Jordan Park Group LLC, a Delaware-based Limited Liability Company, employs a total of 53 individuals, including 17 in advisory roles. Although the number of clients served is not disclosed, it has been reported as Approved by the SEC as of March 7, 2017.

• DANA ELIZABETH SCHMIDT

  CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT owns less than 5%

• DAVID SUNG-HYUK LEE

  CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENT owns less than 5%

• FRANK SHERIF GHALI

  MANAGER, CEO owns less than 5%

• GEORGE HENRY LUSCH

  CHIEF OF STAFF, SENIOR VICE PRESIDENT owns less than 5%

• HEATHER HOUGH BROWNLIE

  CHIEF STRATEGY OFFICER, SENIOR VICE PRESIDENT owns less than 5%

• JENNIFER KATE CIRESI

  REGISTERED IN-HOUSE COUNSEL, SENIOR VICE PRESIDENT owns less than 5%

• JORDAN PARK HOLDING COMPANY LLC

  MANAGING MEMBER owns 75% or more

• MICHEL ATTILA DEL BUONO

  CHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT owns less than 5%

• PATRICK JAMES DUNNE

  CHIEF OPERATING OFFICER, SENIOR VICE PRESIDENT owns less than 5%

• FAMILY 1ST LLC

  MEMBER owns 75% or more

• GHALI FAMILY 2012 GIFT TRUST

  MEMBER owns more than 50% but less than 75%

• GHALI FAMILY TRUST

  MEMBER owns more than 50% but less than 75%

• ROBYN TRACY GHALI

  MANAGER

• BNY MELLON N.A.
  United States
• BNY MELLON, N.A.
  United States

• Osborne Partners Capital Management LLC
• One Wealth Advisors LLC
• Pivot Point Capital Partners LLC
• ROOF Eidam & Maycock LLC
• Foresite Capital Management LLC
• Sensato Investors LLC
• Sentry Advisors LLC
• LYON Street Capital LLC
• Leerink Revelation Partners LLC
• 3000 Management Inc

• Investment Firm Jordan Park Group LLC Reveals Q3 vs. Q4 2022 13F Holdings

• ISHARES INC CORE MSCI EMKT $176,897k
• GRANITESHARES GOLD TR $135,320k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $129,057k
• ISHARES TR $127,306k
• ISHARES TR 20 YR TR BD ETF $124,294k
• VANGUARD INTL EQUITY INDEX FD $70,472k
• ISHARES TR $67,271k
• SPDR S&P 500 ETF TR TR UNIT $51,747k
• DBX ETF TR $46,807k
• ISHARES $37,363k