Jake Kagele (AZ) on Blogger: Published: An Overview of the Wharton CIMA Program

Jake Kagele has served as the managing director of NOVA Financial Services in Tucson, AZ, since 2009. He comes to his work with more than 15 years of industry experience, having served such national firms as Merrill Lynch and an independent Wachovia affiliate. Jake Kagele of AZ continues to prioritize the individual needs and goals of his clients, which range from trusts and foundations to corporations, business retirement plans, and high-net-worth individuals.

Acknowledged as an authority in his field, Mr. Kagele has appeared on the Justice on Demand radio program to discuss the impact of Brexit on U.S. elections. He also shares his experience with the community at large as a member of the Board of the Blair Charity Group and of the Investment Committee of the Salpointe Foundation.

Mr. Kagele comes to his work with a Certified Investment Management Analyst (CIMA) designation and a Foundations and Endowments Certificate, both of which are administered through the Investments and Wealth Institute and taught through the Wharton School of the University of Pennsylvania.

Tuesday, February 25, 2020

Published: An Overview of the Wharton CIMA Program