Jordan Mentry is a Tax Manager at PKF O’Connor Davies with more than 10 years of experience managing clients in the high-net-worth sector. Jordan specializes in the administration of retirement, welfare benefit plans of government, commercial and non-profit organizations with a focus on regulatory compliance.
Jordan devotes his time assisting with the ESOP practice within the Firm. He has extensive client experience in private banking, trust and estate administration, wealth transfer planning and portfolio management.
Prior to joining the Firm, Jordan worked in the New York office of Deutsche Bank Trust Company focusing on trust and estate administration on behalf of the bank as corporate trustee. Previously, Jordan worked at Wilmington Trust in the New York metro area, and a brokerage firm in Duchess County, NY.
- New York Banker’s Association Trust School
- Cannon Trust School Level 1
- Baruch College Zicklin School of Business, Master of Science degree in Taxation
- SUNY Geneseo, Bachelor of Science degree in Business Administration