Certified Investment Management Analyst Jake Kagele enjoys supporting his local community along with his wife, who serves as the president of Boys & Girls Clubs of Tucson. Professionally, Jake Kagele has served as the managing director of NOVA Financial Services in Tucson, AZ, since 2009.
Outside of his professional work, Mr. Kagele maintains active membership with the Investments & Wealth Institute. Founded in 1985 as the Investment Management Consultants Association (IMCA), this entity has delivered advanced credentialing and educational services to finance professionals and wealth managers.
IMCA also serves its members through a variety of professional events, including its Annual Conference Experience (ACE). ACE 2020, titled the Exceptional Advisor Conference, will be held May 27-30 in Boston.
In addition to standard conference experiences like networking opportunities, expert speakers, and an exhibit hall, ACE 2020 offers engaging workshops and “super sessions” in partnership with Harvard University, Massachusetts Institute of Technology, and The Wharton School of the University of Pennsylvania. Moreover, the event offers post-session receptions, complete with entertainment.
For additional information, visit www.investmentsandwealth.org.
