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Jake Meese, CFA

Managing Director

Jake joined Cardinal in 2011 as an analyst. 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.

Jake holds a BS in Finance from Missouri State University and an MBA from Park University in Kansas City, MO. He received his CFA charter in 2014. Jake became a Member-Owner in 2021.

Jake Meese | Cardinal Investment Advisors
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