Cardinal Investment Advisors Announces a New Analyst and a Head of Performance Reporting

Cardinal Investment Advisors is proud to welcome a new Analyst, Makenna Smith. In addition to our new hire, Cardinal is excited to name Hannah Atkinson as Head of Performance Reporting.

Makenna joined Cardinal in April of 2021 after working at Wells Fargo Advisors as a Branch Office Administrator. Prior to Wells Fargo Advisors, Makenna worked on the Recruit team at Stifel Nicolaus. Her primary role as an analyst is to support clients by providing performance analysis. Makenna holds her BS in Business Administration from Southern Illinois University Edwardsville and her MBA from Concordia University Chicago.

Hannah joined Cardinal in 2014. Hannah’s primary responsibilities include manager research within the investment grade fixed income space as well as leading Cardinal’s performance reporting function, providing strategic direction to our performance analysts and technology teams. Prior to joining Cardinal, Hannah worked at BJC HealthCare within its Treasury and Investments department. Hannah holds a BS in Finance from the University of Missouri.

Cardinal Investment Advisors is a 100% employee-owned, independent firm focused solely on institutional investment consulting. After 19 years, this remains their sole line of business. Cardinal’s mission is to serve institutional investors with unique liability streams by developing, implementing and sustaining customized investment strategies that best enable their clients to fulfill their investment and operating goals in an independent and conflict-free manner.

Interested in learning more? Contact Cardinal Investment Advisors here.