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Jordan Berlin
Managing Director at Littlebanc Advisors, LLC
Jordan Berlin is a seasoned professional with a rich background in managing high net worth wealth management firms and engaging in private equity investments.
With a career spanning several prestigious financial institutions like Oppenheimer & Co. Inc. and Citibank Personal Wealth Management, Jordan has demonstrated a knack for building and leading successful teams in the financial services industry.
He has played a pivotal role in raising capital and structuring investments for select assignments annually with Littlebanc, a private equity platform founded by Michael Margolies.
Jordan's involvement in charitable organizations like the Multiple Sclerosis Research Center of New York showcases his commitment to community service and philanthropy.
Educationally, he pursued a Bachelor of Science in Economics/Business from Cornell University, laying a solid foundation for his successful financial career.
