Jordan Waxman is the Managing Partner of Nucleus Advisors, a private wealth planning and management firm. He also serves on the Board of Directors of Hightower Advisors. Prior to this, Waxman was a Senior Vice President of Investment at Merrill Lynch, and a former Vice President at Goldman Sachs. He has been ranked among the top 100 financial advisors for several years by Forbes Shook, Barron’s, the Financial Time, and other publications. Jordan Waxman specialized in tax, wealth transfer, philanthropic and estate planning, as well as in asset risk management.
2002 - 2012
1994 - 2002