Jordan Park Group LLC

Ashley Legg is a financial advisor at Jordan Park Group LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Jordan Park Group since 2022. Prior to that, she was with Emerson Equity, Catalyst Private Wealth, and Dimensional Fund Advisors. Before entering the financial industry, she was employed by the University of Georgia Athletic Association. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals, families, and institutional clients such as charitable organizations and foundations. The firm employs a CIO-led investment team to implement customized investment strategies across various account types and pooled vehicles, managing approximately $18.1 billion in assets as of December 31, 2024.

Carly Cohen is a financial advisor at Jordan Park Group LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Freestone Capital Management, LLC, Chase Bank, and has experience outside finance including roles at Delfino's Chicago Style Pizzeria and Grimaldi's Pizzeria. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a CIO-led investment team and uses customized Investment Policy Statements, derivative overlay strategies, and tax-aware rebalancing techniques as part of its portfolio construction and risk management.

Roshan Patel is a Series 65 licensed financial advisor with Jordan Park Group LLC, based in New York, NY, and has four years of industry experience. His prior roles include positions at Alesco Advisors LLC, Citigroup Inc., and Manning & Napier Advisors. Outside of finance, he holds an administrative director role at Best Western Victor Inn and Suites, where he collaborates on project evaluations. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a customized, committee-driven investment process and offers a range of services including family-office support and capital-markets advisory.

Tierney Johnson is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Jordan Park Group LLC. Prior to joining Jordan Park Group, Tierney held roles at Bessemer Trust, Tolleson Wealth Management, JP Morgan Chase, and Decker Jones. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals, families, and institutional clients such as charitable organizations and foundations. The firm offers customized investment strategies, family-office services, and capital-markets advisory, managing approximately $18.1 billion in assets as of December 31, 2024.

Kevin Debastos is a CFP® and holds a Series 66 license. He has seven years of experience at Jordan Park Group LLC, where he has worked since 2019, following four years at Fidelity Investments. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, related entities, and institutional clients such as charitable organizations and foundations. The firm employs a CIO-led investment team and uses customized Investment Policy Statements, derivative overlay strategies, and tax-aware rebalancing techniques as part of its portfolio construction and risk management.

Jonathan Fults is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Jordan Park Group LLC since 2017 and was previously employed at Goldman Sachs from 2013 to 2017. Based in San Francisco, he is part of a firm with 92 advisors. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a CIO-led investment team and uses customized Investment Policy Statements, derivative overlay strategies, and tax-aware rebalancing techniques as part of its portfolio construction and risk management approach.

Benjamin Lester is a CFA® charterholder with 18 years of industry experience. He has worked at Jordan Park Group LLC since 2018 and previously spent three years at Goldman, Sachs & Co. He serves on the Investment Committee for the Ronald McDonald House at Stanford, providing general advice on the organization's endowment. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals, families, and institutional clients such as charitable organizations and foundations. The firm offers customized investment solutions through separate accounts, pooled vehicles, and other structures, supported by a vertically integrated operating model that includes a private trust company and a limited-purpose broker-dealer.

Hailun Zheng is a financial advisor at Jordan Park Group LLC with the ChFC® designation and two years of industry experience. Prior to joining Jordan Park Group in 2025, Zheng held positions at Savvy Wealth Inc, Fidelity Investments, J.P. Morgan Securities, and New York Life Insurance, among others. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a CIO-led investment team and committee approval process to implement customized investment policies across various account types and pooled investment vehicles.

Alec Winterhalter is a financial advisor at Jordan Park Group LLC with a Series 66 credential and one year of industry experience. He previously worked at Morgan Stanley for two years and has held various roles in education and community organizations. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals, families, and institutional clients such as charitable organizations and foundations. The firm employs a customized investment approach managed by a CIO-led team and offers complementary family-office and capital-markets advisory services.