Jason A. Stuber

Directeur en chef des Investissements chez Cardinal Strategic Wealth Guidance LLC

Profil

Mr. Jason A.
Stuber, CFA, is a Chief Investment Officer at Cardinal Strategic Wealth Guidance LLC.
He is dedicated to helping people manage portfolios and invest to meet their unique wealth goals.
He focuses on helping clients understand and reach the right balance of investment risks and rewards to build an investment program that is custom to their financial needs and desires.
He focuses on investment research, investment selection and portfolio management for our clients.
He has over 20 years of experience in the investment industry.
Prior to joining Saling Wealth Advisors, Mr. Stuber was an investment specialist with J.P.
Morgan Private Bank and held the position of Due Diligence Manager at Hilliard Lyons, where he was instrumental in establishing many of the firm’s internal due diligence and research processes.
Earlier in his career, he was a Portfolio Manager at the Hilliard Lyons Trust Company, LLC, where he served as a member of its investment committee.
He is a Chartered Financial Analyst, which is one of the world's most respected and recognized investment designations.
He is a member of the CFA Institute and the CFA Society of Louisville.

Postes actifs de Jason A. Stuber

Sociétés	Poste	Début
Cardinal Strategic Wealth Guidance LLC	Directeur en chef des Investissements	-

Anciens postes connus de Jason A. Stuber

Sociétés	Poste	Fin
JPMorgan Chase Co. (Investment Management)	Corporate Officer/Principal	-