Jordan Blaker joined Sandy Spring Trust most recently from Charles Schwab where he served as the primary investment and wealth planning point of contact for a subset of clients. Jordan holds the Chartered Financial Analyst designation, which requires the completion of a graduate-level self-study program encompassing ethics and professional standards, investment tools, asset classes, portfolio management and wealth planning; four years of qualified, professional work experience; and successfully passing three course exams in succession over a minimum three year period. Jordan is a graduate of the University of Maryland, College Park with a BA in Economics; he is also a Certified Financial Planner® practitioner.
Jordan, his wife Jessica, and their son Caleb reside in Columbia, Maryland. They enjoy spending time outdoors and travel. Jordan considers himself a lifelong learner, creative thinker and technology enthusiast. He is excited to be a part of the expanding trust group and hopes to be a contributor to the team’s success.