John G. Jordan, III, CFA®

Chief Investment Officer

Jay is a partner in the firm and has worked at Heritage for over a decade. Jay joined Heritage because he saw an opportunity to leverage over 30 years of collective knowledge that aligned with his passion for building lasting relationships with families, extending beyond the institutional investment world.

Before joining Heritage, Jay spent 12 years as Portfolio Manager at Eagle Asset Management. Prior to that, he worked at Thompson, Siegel & Walmsley LLC.

Jay earned his B.S. in Commerce with a concentration in Finance from the University of Virginia. He is a Chartered Financial Analyst (CFA®) and a member of the CFA Society of Virginia.

He is a member of the Board of Trustees for Elk Hill Farm and a member of the Elk Hill Foundation Board. In addition to youth services, Jay is heavily involved with the University of Virginia Medical Foundation, serving as Board Treasurer and retiring Chair of the Investment Committee.

He and his wife have been married for almost 30 years and have three children.