Joe Gordon Email & Phone Number
Managing Member @ Gordon Asset Management, LLC
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Joe Gordon Location
- Chapel Hill, NC, US
Joe Gordon Work
- Managing Member @ (August 2001 - Present)
- Certified Financial Planner CFP® | Financial Consultant @ Gordon Asset Management, LLC (April 2001 - July 2026)
- Member @ Schwab Trust & Custody Advisory Board (January 2014 - January 2016)
- AIFA Designee @ FI360 (April 2003 - June 2013)
- investment consultant @ (January 2001 - January 2003)
- Regional President @ Invesmart (January 2000 - March 2001)
- President and CEO @ Praxis Consulting, Inc. (January 1996 - January 2000)
- President and CEO @ Strategic Capital Management, Inc. (January 1992 - December 1996)
- President and CEO @ National Strategic Retirement Consulting, Inc. (January 1992 - December 1996)
- President and CEO @ Baron Benefits Management , Inc. (January 1984 - December 1991)
Joe Gordon Education
- The American College of Financial Services
Master of Science (MS) (Financial Services)
1987-1989 - The University of North Carolina at Chapel Hill
B.S. (Business Administration)
1975-1979
Joe Gordon Summary
- Joe Gordon, based in Chapel Hill, NC, US, is currently a Managing Member at Gordon Asset Management, LLC. Joe Gordon brings experience from previous roles at Gordon Asset Management, LLC, Schwab Trust & Custody Advisory Board, FI360 and Cherry Bekaert LLP. Joe Gordon holds a 1987 - 1989 Master of Science (MS) in Financial Services @ The American College of Financial Services. Joe Gordon has 1 emails on RocketReach.
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