Professional Summary
Professional Overview
Jason Cade is an accomplished executive and educator with extensive expertise in finance, accounting, and asset management. As the CEO and Founder of Cade & Associates, he leads a team of financial professionals in providing strategic advisory services to clients across various industries. Additionally, he serves as an Online Instructor at Ohio University, sharing his extensive knowledge and practical insights with the next generation of finance and accounting professionals.
Experience Summary
Current Role
As the CEO and Founder of Cade & Associates, Jason is responsible for the overall strategic direction and operational management of the firm. He leverages his deep understanding of financial markets, regulatory environments, and business best practices to deliver tailored solutions that enable clients to achieve their financial goals. Under his leadership, the firm has established a strong reputation for its exceptional client service and innovative approaches to complex financial challenges.
Career Progression
Prior to founding Cade & Associates, Jason held various academic and industry roles, including serving as an Assistant Professor and Lead Accounting & Finance Faculty at Mountain State University, where he played a pivotal role in shaping the institution's finance curriculum and mentoring students. He also co-founded Mountain View Asset Managers, a successful investment management firm, and worked as a Financial Advisor at Morgan Stanley and as a Staff Accountant at Riley Accounting.
Academic Background
Jason holds a Master's degree in Finance from Ohio University, where he graduated with distinction. His academic achievements and dedication to his field have earned him a respected reputation among his peers and industry stakeholders.
Areas of Expertise
- Financial analysis and strategic planning
- Accounting and tax optimization strategies
- Investment portfolio management and asset allocation
- Regulatory compliance and risk management
- Teaching and curriculum development in finance and accounting
Professional Impact
During his tenure at Mountain State University, Jason spearheaded the development of a new concentration in Wealth Management, which has since become one of the most popular programs in the institution's finance department. Additionally, his research and thought leadership contributions have been featured in several industry publications, solidifying his status as a respected voice in the finance and accounting communities.
Conclusion
With a proven track record of success in both the private and academic sectors, Jason Cade is poised to continue driving innovation and excellence in the finance and accounting industry. His unwavering commitment to client success, coupled with his deep technical expertise and strategic vision, make him a valuable asset to any organization or educational institution seeking to navigate the complex financial landscape.
