Jiorden Sanchez CFA®

Director, Portfolio Management & Investment Research

Prior to joining United Asset Strategies in 2020, Jiorden Sanchez accumulated over a decade of experience in the investment industry, primarily as an Equity Analyst at Goldman Sachs and Deutsche Bank, but also earlier in his career as a Junior Portfolio Manager at a Registered Investment Advisors. Jiorden's experience includes providing buy, sell and hold recommendations for stocks in the Technology, Media & Telecom sectors as well as overseeing separately managed accounts to ensure that portfolio construction and security selection met individual clients’ risk and return objectives. He earned his BS at Stony Brook University with a dual major in Business Management and Economics, and his MBA at New York University with concentrations in Finance and Accounting. He also earned an executive education certificate at Columbia University on Value Investing and is a CFA® charterholder.

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