https://padlet.com/JakeKageleAZ/About An accomplished investment management professional in Tucson, AZ, Jake Kagele brings more than 15 years of experience to his position as the managing director of NOVA Financial Services. In his leadership role with the company, Jake Kagele draws on an extensive background in the investment sector to provide a range of financial services and guidance to high net worth individuals, trusts, corporations, foundations, and other institutional clients in AZ and elsewhere. Prior to joining NOVA Financial Services, Mr. Kagele spent several years as an investment management consultant and financial advisor with Merrill Lynch. He also attended the Wharton School of Business at the University of Pennsylvania, where he earned designation as a Certified Investment Management Analyst (CIMA), received a Foundations and Endowments certificate, and also taught courses. An active member of the field, Mr. Kagele belongs to groups such as the Investment Management Consultants Association (IMCA) and the Investments & Wealth Institute, and he holds Series 7, 24, 66, and life and health insurance licenses. He is also a member of both the board of directors for the Blair Charity Group and the investments board for the Salpointe Foundation. en-us 2018-12-28 05:49:26 UTC 2024-04-15 13:44:24 UTC hello@padlet.com JakeKageleAZ https://padlet.com/JakeKageleAZ/About/wish/2167722737 the needs of Tucson, AZ, clients, Jake Kagele leads NOVA Financial Services and provides tailored advice that meets the needs of individuals, trusts, foundations, and corporate entities. One area that Jake Kagele has extensive knowledge in is designing an allocation strategy that is properly diversified.]]> 2022-05-03 03:19:28 UTC https://padlet.com/JakeKageleAZ/About/wish/2167722737 JakeKageleAZ https://padlet.com/JakeKageleAZ/About/wish/2816844421 2023-12-07 02:45:30 UTC https://padlet.com/JakeKageleAZ/About/wish/2816844421 JakeKageleAZ https://padlet.com/JakeKageleAZ/About/wish/2927885009 2024-03-21 03:14:59 UTC https://padlet.com/JakeKageleAZ/About/wish/2927885009 JakeKageleAZ https://padlet.com/JakeKageleAZ/About/wish/2952978978 2024-04-12 19:10:39 UTC https://padlet.com/JakeKageleAZ/About/wish/2952978978 JakeKageleAZ https://padlet.com/JakeKageleAZ/About/wish/2955118084 2024-04-15 13:44:24 UTC https://padlet.com/JakeKageleAZ/About/wish/2955118084