As the managing director of NOVA Financial Services in Tucson, AZ, Jake Kagele provides individualized investment services to a diverse clientele. He works with high-net-worth individuals and various organizations, including charitable foundations, corporations, and trusts. Additionally, through NOVA’s status as a corporate partner of Tucson, AZ’s Salpointe Catholic High School, Jake Kagele has secured more than $100,000 in tax credits for the school.
Mr. Kagele has served NOVA for nearly a decade. He draws on substantial experience in financial advisory and investment management services with not only Merrill Lynch, but also an independent office of Wachovia.
Mr. Kagele holds the elite designation of Certified Investment Management Analyst (CIMA) from the Investments and Wealth Institute (formerly the Investment Management Consultants Association). He earned this credential through the Wharton School of the University of Pennsylvania, where faculty developed a certification curriculum that includes investment policy, asset selection, and risk evaluation. After receiving his CIMA designation, he completed Wharton’s Foundations and Endowments Certificate program.