Welcoming a New Analyst to Cardinal Investment Advisors

Cardinal Investment Advisors is proud to welcome a new Analyst, Harsh Jhaveri, to the team.

Harsh joined Cardinal in 2022. He supports his clients by providing performance analysis. Prior to Cardinal, he was a client success associate at M1 serving experienced investors. Harsh holds a BS in Finance and a minor in Management Information Systems from DePaul University.

Cardinal Investment Advisors is a 100% employee-owned, independent firm focused solely on institutional investment consulting. After 20 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.