Gordon works with NewEdge’s advisory and family office teams to evaluate insurance strategies for high net worth and ultra-high-net-worth clients. His work focuses on the analysis of life insurance, Private Placement Life Insurance (PPLI), annuity solutions, and existing insurance portfolios, helping advisors assess policy performance, structure, and fit within broader estate planning and wealth transfer objectives.
Prior to joining NewEdge, he was a Financial Services Representative at New York Life Insurance Company, where he developed a foundation in life insurance products and client advisory work.
Gordon earned an MBA from the Sy Syms School of Business at Yeshiva University and a B.A. in Philosophy with Honours from the University of British Columbia. He holds his Life, Accident and Health License and is fluent in German, Chinese, and Japanese.
Originally from Hamburg, Germany, Gordon lives in the New York area. Outside of work, he enjoys ice skating, scuba diving, traveling and reading history.