The Jordan Group at Morgan Stanley

Jordan is currently an Executive Director at Morgan Stanley and joined the firm in October of 2008. Previously, he was a Senior Vice President at UBS Financial Services. Beginning in 1987, he was a Financial Advisor with Kidder Peabody (later bought by UBS). From 1989 – 1991, Jordan served as the National Marketing Director for Financial Products, including Alternative Investments, Estate Planning, and Insurance and Annuity products. In 1991, he became Manager of the Equity Syndicate Desk, and was responsible for the sale, marketing, and distribution of over 300 initial public offerings and secondary offerings during that period. He returned to a Financial Advisory role in 1995, focusing on Financial Planning and Asset Allocation.

In 2008, Jordan was recognized by Registered Rep Magazine as one of America’s top 100 Investment Advisors with assets of $1 Billion**. In 2018, he was named to Forbes Magazine's inaugural list of America's Best-In-State Wealth Advisors. Jordan was again named as a Forbes/SHOOK Best-In-State Wealth Advisor from 2019 to 2024.

Jordan holds a BA in Economics from the University of Michigan, and an MBA in Finance from Fordham University. He resides in New York City with his wife and they have two children.

2018 -2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

America’s Top 100 Wirehouse Advisors Source: Wealthmanagement.com (Awarded September 2008) Data compiled by Registered Rep Magazine based on time period from September 2007 – September 2008. For criteria & methodology, go to https://www.wealthmanagement.com/practice-management/americas-top-100-wirehouse-advisors

Jordan Black uses the investment skills he honed as a portfolio manager to manage the financial affairs of his ultra high net worth clients. With an investment management career that spans over 35 years and across three continents, Jordan offers a distinct perspective on how international economic developments impact markets both in the US and abroad. Jordan is a Senior Portfolio Management Director able to manage portfolios on a discretionary basis.

Jordan began his career at the Chase Manhattan Bank, where his role grew from portfolio manager to establishing an investment management team in London for their Private Bank International (PBI) and serving as PBI’s regional head of asset management and foreign exchange trading for Asia. He actively managed both institutional and private client portfolios on a discretionary and advisory basis in excess of $1.6 billion. As a member on the PBI International Investment Policy Committee, Jordan played an instrumental role in forming strategic recommendations for the bank’s clients. Jordan combined his portfolio management proficiency with his financial planning skills at Donaldson, Lufkin & Jenrette and UBS before moving his practice to Morgan Stanley Private Wealth Management.

Jordan holds a B.A. in economics and philosophy from the University of Richmond. He currently resides in Scarsdale with his wife and has three children.

Jason joined Morgan Stanley in 2008. He earned his Bachelor’s Degree in Economics with a minor in International Studies from Wake Forest University. His professional experience started in General Electric’s Commercial Finance department as a research analyst. Jason holds series 7, 66 and 31 Securities Registrations and is Life, Accident, Health & Variable Annuity Licensed. Jason is also a Certified Financial Planner™. He is a Plattsburgh, New York native but currently resides in Jupiter, FL with his wife and 3 children.

Anthony joined the Jordan Group in 2016 as a Registered Associate and later transitioned to a Financial Advisor in September of 2020. His previous experience with the team as a Registered Associate gives him a rare perspective on the client experience. It is this experience, combined with the team's collective experience of over 100 years in the financial industry, that enables him to deliver comprehensive wealth strategies for his clients. His focus on financial planning helps allow his clients to feel confident in both their short and long term investment strategies.

Anthony holds the Series 7, 66 and Life and Health Insurance licenses.

When not in the office, Anthony resides in Long Island with his wife and son. He enjoys golfing and snowboarding, and is a dedicated Mets, Jets, Knicks, Rangers, and Miami Hurricanes fan.

Mina Schor is currently a Wealth Management associate at Morgan Stanley and has more than 10 years of experience in the industry. Prior to Morgan Stanley, Mina held a position at UBS Financial Services as an Investment Associate. She is series 7, 63, and 66 registered. Mina is a graduate of Fordham University and holds a B.S. degree in Business Administration.

After interning with the team in the summer of 2019, Julia joined the Jordan Group in August of 2020 as a Registered Client Service Associate. She is responsible for the daily needs and concerns of clients, as well as account maintenance and performance reporting. Julia mainly supports Jordan Black and Anthony Giliberto's client base.

Julia graduated from Tulane University in May of 2020 with a Bachelor of Science in Management. She holds her Series 7 and 66 certifications. In her free time, she loves to bake, work out, travel, and spend time with friends and family.

Joe joins us as a Registered Associate after spending 4 years at UBS Private Wealth Management. As an associate, Joe will assist the team by enhancing the client experience with a unique and passionate approach to the advisor client relationship. Joe graduated from Providence College in 2018 with a degree in Economics and a Minor In Finance.