Cardinal Investment Advisors is proud to welcome a new Analyst, Harsh Jhaveri, to the team.…
Cardinal Investment Advisors Welcomes Two New Managing Directors Ed Jacobs and Jake Meese
Cardinal Investment Advisors is proud to name both Ed Jacobs, CFA and Jake Meese, CFA as Managing Directors.
“Over the past ten years, both Ed and Jake have demonstrated an incredible work ethic when serving our clients and supporting all efforts at the firm. As employees, they were active contributors to positive change,” said Marc Tourville, a Managing Director at Cardinal. “As owners now, I’m excited to work with them in shaping Cardinal’s future and serving clients. I couldn’t be happier to have two new partners so well deserving of this promotion.”
Ed joined the Cardinal team in 2010 as an analyst. His primary responsibilities today are client service, currently supporting multiple insurance and pension client engagements. He also leads Cardinal’s manager research function, providing strategic direction to the team and research process. Jacobs is a proud veteran of the United States Navy where he led the logistics functions as a Supply Officer on two warships.
Jake joined Cardinal in 2011 as an analyst as well. His primary responsibilities at Cardinal encompass client consulting, performance reporting leadership and investment manager research. Prior to joining Cardinal, he worked for American Century Investments in the investment accounting and investment reporting departments.
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.