Veritable combines with Pathstone to create a best-in-class advisor to UHNW families Read
Prior to joining Veritable in 2007, Gordon was a Managing Director at a hedge fund serving some of the nation’s top university and foundation endowments. Earlier in his career he was a Vice President at Morgan Stanley in London and at UBS in New York doing investment banking for technology companies. He also worked at AIC Ventures, a Texas-based real estate private equity firm. Gordon received a BA in Economics from the University of Pennsylvania and holds an MBA from Harvard University. He leads a team of four investment professionals that is in high demand at Veritable. He is also a thoughtful member of the firm’s Investment Committee where his extensive investment and business experience are invaluable. He has a keen interest in ESG and SRI-focused investing and is often brought in to consult with other Veritable investment teams in these areas. An avid cyclist who competes in masters road races, he and his wife Julia are rumored to be raising a couple of very able young golfers as well. Gordon serves on the Board of Trustees and Investment Committee of the Delaware Museum of Natural History and is a member of the Investment Committee for the Delaware Community Foundation.
Prior to joining Veritable in 2007, Gordon was a Managing Director at a hedge fund serving some of the nation’s top university and foundation endowments. Earlier in his career he was a Vice President at Morgan Stanley in London and at UBS in New York doing investment banking for technology companies. He also worked at AIC Ventures, a Texas-based real estate private equity firm. Gordon received a BA in Economics from the University of Pennsylvania and holds an MBA from Harvard University. He leads a team of four investment professionals that is in high demand at Veritable. He is also a thoughtful member of the firm’s Investment Committee where his extensive investment and business experience are invaluable. He has a keen interest in ESG and SRI-focused investing and is often brought in to consult with other Veritable investment teams in these areas. An avid cyclist who competes in masters road races, he and his wife Julia are rumored to be raising a couple of very able young golfers as well. Gordon serves on the Board of Trustees and Investment Committee of the Delaware Museum of Natural History and is a member of the Investment Committee for the Delaware Community Foundation.