Celebrating Jen Endejan, Marissa Lippmann, Makenna Smith’s Promotion to Team Leaders

Cardinal Investment Advisors Celebrates Jen Endejan, Marissa Lippmann, Makenna Smith’s Promotion to Team Leaders

We’re happy to share that we’ve added new Team Leaders to our performance reporting department. Please join us in congratulating Jen Endejan, Marissa Lippmann, and Makenna Smith in their new roles! They have demonstrated exceptional work in performance analysis and are dedicated to improving our reporting process. In these positions, they will help us enhance our performance metrics and provide the insights our teams need to succeed. As we grow, their leadership will be key in promoting teamwork, encouraging new ideas, and strengthening our client service.

Jen Endejan joined Cardinal in 2024. Prior to joining Cardinal, she managed the Fund Administration department for Benefit Finance Partners. She started her career at Asset Consulting Group where she was responsible for the day-to-day operations of the performance and reporting team. Her primary role as Team Leader is to support our analysts in the performance reporting department.

Marissa Lippmann joined Cardinal in October 2014. Prior to joining Cardinal, she worked for Equifax and Argent Capital Management where she prepared client performance reports. Her primary role as Team Leader is to support our analysts in the performance reporting department.

Makenna Smith 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 Team Leader is to support our analysts in the performance reporting department.

Please join us in congratulating Jen, Marissa, and Makenna on this well-deserved promotion!

Interested in learning more? Contact Cardinal Investment Advisors here.