Team
Cardinal’s philosophy is to attract and retain an experienced, hard-working and service-minded team of professionals by creating a collegial, team-oriented culture that fosters creativity and diversity of ideas.
Managing Directors / Consultants
Managing Director
Managing Director
Managing Director
Managing Director
Managing Director
Managing Director
Managing Director
Managing Director
Managing Director
Managing Director
Managing Director
Managing Director
Managing Director
Consultant
Consultant
Consultant
Consultant
Analysts
Technology and Operational Support
Celebrating 20 Years
We started in 2001 with six employees and six clients. Over the years we have grown to over 65 clients and over $240 billion in assets under advisory. We continue to be independent, 100% employee-owned and focused on our clients.
Outside the Office
Cardinal employees volunteer their time to support local charities multiple times throughout the year. As of 2020, Cardinal employees have contributed over 1,200 hours to local and national charities. In addition to the volunteer hours, we have supported several donation drives supplying items for natural disaster relief and economic support throughout the year. In addition to our group volunteer activities, Cardinal offers a Charitable Gift Matching Program offered to all employees. Cardinal matches employee donations to organizations recognized by the IRS as charities with tax-exempt status. Donations have been made to over 30 charities annually since its inception.
Cardinal Awarded P&I Best Places to Work for 2015, 2016, 2017, 2018, 2019 & 2020
What our colleagues say…
“We all have a sense of respect and ownership in how we work, what we provide to our clients and to our team members internally. I have never felt this level of commitment or dedication at another company in my 25+ year career.”
“Every day I feel like each of my colleagues comes in with the same goal – to serve our clients’ needs to the best of our abilities.”
“Cardinal encourages the team to develop in their career and helps in any way to achieve that growth.”
Careers
Interested in working with us? Contact Us.