SPECIALISTS

Jordan J. Barnett

Partner, Citrin Cooperman Advisors LLC

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Experience

Jordan is a partner and an active member of the firm’s management team where his day-to-day responsibilities are centered on project execution and business development. Jordan serves as a lead professional working across a broad range of clients, industries, and engagement types to conduct financial analysis, research, and due diligence related to the valuation of business enterprises, complex securities, intangible assets, corporate debt, and a variety of other valuation needs related to tax planning and financial reporting.

Leveraging his strong credit background, Jordan is a key member of Citrin Cooperman’s Portfolio Valuation Practice. He assists asset managers, such as BDCs and other private debt/equity funds, comply with valuation requirements under FASB ASC 820, Fair Value Measurements and Disclosures.

Previously, Jordan was a managing director at Murray Devine, which joined Citrin Cooperman 2022. Prior to joining Murray Devine, Jordan worked as a portfolio manager with Sovereign Bank, managing a loan portfolio focused on the healthcare and education sectors. He was responsible for several aspects of the underwriting process and portfolio maintenance in connection with the financing of various capital projects related to hospitals, health systems, nursing facilities, colleges, and private schools.

CREDENTIALS

Education

Bachelor of Arts in Economics, University of Vermont

Master of Business Administration, Villanova University

Licenses

Chartered Financial Analyst (CFA)

Affiliations

CFA Society of Philadelphia 

Presentations

Panel Moderator, "Private Asset Valuation: Principles and Methods," CFO COO Private Debt Conference, Chicago - Apr 2022

Panel Moderator, “Specialized Credit Opportunities: The Answer to a Crisis?"  LPGP Connect - Apr 2021

Panel Participant, “Private Market Valuations in 2020 and Beyond,” CFO/COO Private Debt Conference New York - Oct 2020

Guest Lecturer, “Fair Value Accounting,” Lehigh University MBA Program (2019)

Panel Participant, “Succession Planning,” Private Equity CFO Association (PECFOA) Philadelphia (2017)

Presenter, “A Value Proposition,” ACA Compliance Officer Roundtable (2017)

Publications

Sustainability’s Valuation Equation - Dealmaker Column · Jun 30, 2019

Profile Feature, “Need to Meet” Profile Feature, “Need to Meet” - Buyouts Magazine · Dec 31, 2017

Valuation of Private Illiquid Securities Valuation of Private Illiquid Securities - Voltaire Advisors · Sep 30, 2017

Decoding the Valuation Report Process - Dealmakers Column· May 5, 2017

Get in touch with Jordan J. Barnett today.

Fill out the form below to get in direct contact with Jordan J. Barnett and start your personalized consultation journey.

Get in touch with Jordan J. Barnett today.

Fill out the form below to get in direct contact with Jordan J. Barnett and start your personalized consultation journey.

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