Jordan is the Chief Equity Strategist & Portfolio Manager for the Lebenthal (SMA) Equity Portfolios. Lebenthal is a US registered investment advisor based in Hauppauge, New York.
Leveraging more than 30 years in the financial services industry – as both a retail broker and a fund/portfolio manager – Jordan was the creator/co-creator of FACTS®, a holistic unbiased quantitative measurement of the "integrity" of over 2,000 public companies. FACTS® identifies companies with strong leadership, core values, and ethical cultures. The strategy blends financial stability with forensic accounting, corporate governance, transparency, and sustainability metrics for the largest and most liquid companies. FACTS® incorporated his previous model Magnet®, which was licensed to prominent institutions.
Jordan is best known for co-creating two stock selection models, most widely known is the Magnet® model which has been licensed to leading institutions including John Nuveen & Co.
Over his career, Jordan has made hundreds of appearances on CNBC, Fox News, and ABC News, been quoted extensively in print including a feature in Forbes Magazine on June 7, 2004. Jordan Kimmel has written three books on investing; the most recent is The Magnet Method of Investing (Wiley 2009). He is also frequently invited as a keynote speaker at investment industry meetings and national conferences.
Jordan earned an MS in Urban Policy Sciences and a BA in Economics from SUNY at Stony Brook. He graduated from The Bronx High School of Science.