Harsh Jhaveri is an experienced analyst currently employed at Cardinal Investment Advisors since September 2022. Prior to this role, Harsh served as an Associate at M1 from April 2021 to June 2022, where responsibilities included reviewing account metrics, enhancing client performance through product understanding, and co-leading strategic initiatives. Earlier experience includes working as a Finance Pension Analyst at Aon, and interning at Allstate, Ronak Gems Inc., and Accusoft Tax and Consulting. Harsh holds a Bachelor's Degree in Finance and Management Information Systems from DePaul University, obtained in June 2018.
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