Jordan Bucy

Co-Founder

Dallas, Texas, United States16 yrs 5 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Co-founded a company focused on accessible homeownership
  • Led wealth management for affluent clients at J.P. Morgan
  • Managed investment strategies for a university endowment fund
Stackforce AI infers this person is a Fintech professional with strong expertise in asset management and wealth advisory.

Contact

LinkedIn

Skills

Core Skills

Asset ManagementLeadershipFinanceWealth ManagementFinancial Analysis

Other Skills

Analytical SkillsAsset AllocationBankingBloombergBloomberg TerminalClient InteractionCorporate FinanceCreditEconomicsEquitiesEquity ResearchFinancial ModelingFinancial SolutionsFixed IncomeInvestments

Experience

Zippy

Co-Founder & President

Jul 2021 – Present · 4 yrs 8 mos · Dallas, Texas, United States

  • We're on a mission to make homeownership more accessible through innovative and modern home lending solutions for manufactured home buyers
  • Visit us at www.zippymh.com to learn more!
  • Zippy Loans, LLC NMLS #2189776
  • Jordan Bucy NMLS #2177733
  • Equal Housing Lender
InvestmentsFinanceAsset ManagementFinancial AnalysisPortfolio ManagementRisk Management+1

Caprock communities

Managing Partner

Dec 2016 – Present · 9 yrs 3 mos · Dallas, Texas, United States

  • Acquire, develop and manage manufactured housing communities.
  • www.caprockcommunities.com
InvestmentsFinanceAsset ManagementFinancial Analysis

J.p. morgan

Vice President

Aug 2012 – Jun 2021 · 8 yrs 10 mos · Dallas/Fort Worth Area

  • Advisor at J.P. Morgan's Private Bank, in Dallas Texas.
  • Jordan and his team supported the wealth management objectives of affluent individuals, family offices, business owners, hedge fund principals and sophisticated startups.
InvestmentsFinanceAsset ManagementFinancial AnalysisWealth ManagementEquity Research

Sagepoint financial texas

Financial Advisor Intern

Jun 2012 – Aug 2012 · 2 mos · Austin, Texas Area

  • Reviewed and recommended financial plans, adjustments to asset allocations and investment vehicles for clients
Financial AnalysisAsset Management

Texas state endowment fund

Student Analyst

Aug 2011 – May 2012 · 9 mos · Texas State University

  • Appointed Portfolio Manager of a student analyst team that directly oversaw the domestic equity holdings for the McCoy Endowment Fund. Presented and executed the investment ideas for the health care and consumer discretionary sectors. Independently, valued and analyzed individual companies under both growth and value fundamentals
Financial AnalysisValuation

Fidelity investments

Investor Center Intern

May 2011 – Aug 2011 · 3 mos · Dallas Texas

  • Interfaced directly with clients to provide value driven solutions while working with experienced Fidelity staff
Client InteractionFinancial Solutions

The university of texas at el paso

Collegiate Golf

Aug 2007 – May 2009 · 1 yr 9 mos · El Paso, Texas Area

Education

Texas State University

BBA McCoy College of Business Administration — Finance

Jan 2009 – Jan 2012

The University of Texas at El Paso

Bachelor of Business Administration (B.B.A.)

Jan 2007 – Jan 2009

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