Jordan Maly, FPQP®

Mr. Maly joined Simon Quick in April 2020 and currently serves as an Analyst on the Client Advisory Team. He is responsible for supporting Partners and Client Advisors in assisting with financial planning for clients, implementing investment plans, preparing investment performance reports, and coordinating client communications. He is based out of the firm’s Denver, CO office and is a member of the Hiring Committee.

Prior to joining Simon Quick, Jordan served as an Analyst for an independent financial advisor at Summit Financial, LLC. There, he learned about financial markets and the importance of a strong work ethic and attention to detail.

Mr. Maly graduated from Monmouth University in 2017 with a B.S. in Finance. While at Monmouth University, Jordan was an active member of both Club Soccer and Club Surf. He was also the University’s mascot, Shadow. Jordan held leadership positions at his fraternity, Phi Kappa Psi, including Treasurer. He continues his commitment to the fraternity by sitting on the Alumni Advisory Board to help the next generation of members. Jordan enjoys spending his free time exploring all that Colorado has to offer with his dog, Tex.

Email: [email protected]