Jordan Overby - Email & Phone Number

Director - Wealth Management at Aspiriant

Jordan Overby is based out of San Francisco, California, United States and works at Aspiriant as Director - Wealth Management.

Jordan Overby's Contact Information

Jordan Overby's Work email

j*****@aspiri***.com

Valid

Latest update

October 19, 2025

Location

San Francisco, California, United States

Jordan's current employer

Aspiriant

Description

Aspiriant is a leading, national wealth management firm & independent financial advisor providing investment advice, wealth planning & fa...

Website

aspiriant.com

HQ Location

Los Angeles, CA, United States

Number of employees

51-200

Industry

Investment Management

Latest update

April 30, 2024

Read about Aspiriant

Frequent questions about Jordan Overby

What company is Jordan Overby working for?

Jordan Overby works for Aspiriant.

What is Jordan Overby's function at Aspiriant?

Jordan Overby is Director - Wealth Management at Aspiriant.

Where is Jordan Overby based?

Jordan Overby is based out of San Francisco, California, United States.

What is Jordan Overby's work email address?

Jordan Overby's professional email address is j*****@aspiri***.com

Who are Jordan Overby's co-workers?

Jordan Overby's colleagues are Sasha Harris, Rob Francais, Ken Anderson, Marc Primiani, Michael Kossman, Nolan Alinsod, Gregory Schick, Clay Stevens, Ryan Nelson, Thomas Tracy, Phillip Parkerson, Paul Nikolai, Nate Kublank, Daniella Chuckran, John Collins, Lisa Barnea, Natalie Morrella, Angie Grainger -, Song Park, Linda Kitchens, Corey Mader, Michael Weissman, Lisa Colletti, Karen Clapp, Michael Fitzhugh, Jason Kiss, Ami Aranha, Benjamin Schmidt, Gavin Neil, John Petrie, Carl Forster, Melissa Punim, Peter Schwartz, Malik Dawood.

Jordan's co-workers

Sasha Harris

Executive Assistant To Chief Executive Officer

Rob Francais

Chief Executive Officer

Ken Anderson

founder, senior wealth manager

Marc Primiani

Founder / General Counsel / Principal

Michael Kossman

COO

Nolan Alinsod

Client Service Coordinator

Gregory Schick

Director - Wealth Management, Principal

Clay Stevens

Director of Strategic Planning

Ryan Nelson

Director - Investment Advisory, Partner

Thomas Tracy

Managing Director, Planning Strategy & Research

Phillip Parkerson

Director - Investment Operations, Partner

Paul Nikolai

Director, Wealth Management, Partner; Member, Board of Directors at Aspiriant 2019-21

Nate Kublank

Director - Wealth Management

Daniella Chuckran

Partner, Director - Marketing

John Collins

Director - Investment Advisory, Partner

Lisa Barnea

Director - Finance, Partner

Natalie Morrella

Director - Wealth Management, Partner at Aspiriant

Angie Grainger -

Director Wealth Management, Exclusive Family Office

Song Park

Director - Wealth Management

Linda Kitchens

Director, Wealth Management, Partner

Corey Mader

Director - Wealth Management, Partner

Michael Weissman

Director - Wealth Management, Partner

Lisa Colletti

Managing Director - Exclusive Family Office, Partner

Karen Clapp

Director Wealth Management

Michael Fitzhugh

Director - Total Wealth Managment, Partner

Jason Kiss

Partner and Director, Wealth Management

Ami Aranha

Director - Wealth Management, Partner

Benjamin Schmidt

Director of Aspiriant Funds

Gavin Neil

Director - Wealth Management, Partner

John Petrie

Managing Director - Total Wealth Management, Partner

Carl Forster

Director - Investment Advisory, Principal

Melissa Punim

Director - Strategic Planning, Partner

Peter Schwartz

Director - Wealth Managment, Partner

Malik Dawood

Tax Director

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