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Dr. Jordan A Hutchison

Dr. Jordan A Hutchison

Vice President of Technology

Dr. Jordan Hutchison is an industry professional and leader in the financial technology and financial planning profession. He has held various executive leadership and academic teaching roles in the financial services industry. In these roles, Jordan managed enterprise relationships, assembled wealth technology platforms, spearheaded sales, led product strategy, and coached advisors. Jordan holds multiple industry certifications, a master's in financial planning, and a doctorate in business administration, specifically in behavioral science and positive psychology. In his recent research, he studied Flow Theory and Work engagement of Financial Planners.

Now as VP of Technology, Jordan brings his immense industry experience and passion for FinTech to keep pushing us to always be on the cutting-edge of wealth technology, working closely with advisors to matriculate powerful technology to create more efficiencies, develop enterprise relationships with vendors on the bleeding edge, and create new strategies to enhance both the client and advisor experience through technology, education, and innovation.