Jake Kagele serves as managing director of NOVA Financial Services based in Tucson, AZ. Along with his seasoned team, he provides financial services expertise beyond the Tucson, AZ area, serving clients throughout the United States. Jake Kagele holds a Certified Investment Management Analyst (CIMA) certification. He completed the CIMA educational component at the Wharton School, University of Pennsylvania.

The CIMA designation is a standard in the financial services industry, as it conveys advanced investment consulting skills of the highest quality and credibility. The CIMA curriculum at Wharton consists of one semester’s worth of material delivered in an intensive one week program at the Philadelphia campus. It concentrates on topics that prepare finance professionals for the CIMA certification exam.

There are daily highly interactive review sessions, and topics include asset allocation, modern portfolio theory, alternative investments, and behavioral finance. Instructing the participants are globally recognized authorities on the subject matter. Aside from learning, engaging, and networking with an experienced cohort of peers, the program also provides pre- and post-program materials selected by the Wharton faculty to further participant knowledge.