Jason Katz

Where did you grow up?

Naperville, IL (suburb of Chicago)

What did you study/what were you interested in?

I majored in Accounting and Finance at IU Kelley School of Business. I am a wealth advisor by day and spend the rest of my time with my wife and 2 kids and helping Cardinal Spirits grow into the business it is today.

What were you up to before Cardinal?

My wife, Julie, and I have 2 kids: age 12 and 10. So, they keep us busy with school, church, basketball and other activities.

What do you do at Cardinal/elsewhere?

I am a wealth advisor with Bartlett Wealth Management in Cincinnati, OH.

Do you have thoughts about Cardinal or life you want to share, yearbook-style?

I was so honored when Jeff asked me to be a part of this great company. I think the future is very bright for Cardinal and I will continue to work hard to help it grow for years to come!

Published by

Quirk

Co-founder and CEO

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