Jake Meese

Jake Meese, CFA, has a strong background in investment management and analysis. Jake is currently serving as the Managing Director at Cardinal Investment Advisors, a position they have held since January 2021. Prior to this role, they worked as a Consultant at the same company from August 2014 to January 2021. Before joining Cardinal Investment Advisors, Jake worked as a Performance Analyst at the company from March 2011 to August 2014.

Jake also has significant experience at American Century Investments. Jake started with the company in January 2006 as an Investment Accountant. Jake then moved on to become a Senior Investment Accountant and Corporate Action Specialist from April 2007 to March 2009. From March 2009 to March 2011, they served as an Investment Reporting Analyst.

Overall, Jake Meese's work experience showcases their expertise in investment management and analysis, with a focus on performance analysis and reporting. Jake has progressed through various roles and responsibilities throughout their career, ultimately reaching a leadership position as the Managing Director at Cardinal Investment Advisors.

Jake Meese, CFA has a strong education background in business and finance. Jake obtained their Master's degree in Business Administration from Park University, where they studied from 2005 to 2008. Prior to that, they completed their Bachelor of Science (B.S.) in Finance, General at Missouri State University from 2000 to 2005.

Furthermore, Jake Meese attended Springfield Catholic High School from 1996 to 2000, but no specific degree or field of study is mentioned for this period.

In addition to their formal education, Jake Meese has obtained the Chartered Financial Analyst (CFA) certification in August 2014 from the CFA Institute.