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Jesse Golik Meineke is a seasoned finance professional with extensive experience in portfolio management and client relations. Currently serving as a Portfolio Analyst at The Mather Group, Jesse manages client portfolios totaling approximately 12,000 clients and over $8 billion in assets under management (AUM). Jesse has successfully expanded the firm’s AUM by $300 million through the management of two RIA firm acquisitions. Previous roles include Financial Planning Associate at Trinity Financial Advisors, LLC, where key responsibilities involved maintaining client databases, executing trades, and leading the integration of new portfolio management software. Jesse's career began as a Wealth Management Intern at Integra Financial and includes roles as a Deductions Analyst at Saputo Inc. and Underwriting Tech at NSI. Educational qualifications include a Bachelor of Business Administration in Finance from Loyola University Chicago and a study abroad program in finance at Fordham Gabelli School of Business.