Author: Jordan Doyle

Jordan is a finance professional with experience in investment research and financial analysis. He earned his Bachelor of Business Administration (BBA) in finance from James Madison University and his Master of Science (MS) in finance from George Mason University. Jordan has also passed all three levels of the CFA® Program. He previously worked at the CFA Institute, where he co-authored Smart Beta, Direct Indexing, and Index-Based Investment Strategies. His research focused on the drivers of active management in US and European markets and on frameworks for new index-based investment strategies. As Editorial Contributor at Avex AI, Jordan writes on portfolio analytics, broker reviews, and self-directed wealth management. Connect on LinkedIn →