Jiorden Sanchez CFA®, CAIA®
Prior to joining United Asset Strategies in 2020, Jiorden Sanchez spent more than a decade in the investment industry, including investment research roles at Goldman Sachs and Deutsche Bank, as well as earlier experience as a Junior Portfolio Manager at a Registered Investment Advisor. His responsibilities at United Asset Strategies include overseeing separately managed accounts and ensuring that portfolio construction and security selection align with each client’s risk and return objectives. Jiorden earned a BS from Stony Brook University with a dual major in Business Management and Economics, and an MBA from New York University with concentrations in Finance and Accounting. He also earned a Certificate in Business Excellence (CIBE) from Columbia University through completion of the Chief Investment Officer (CIO) Program and the Advanced Value Investing elective. He also holds the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations.