Jack McGauley

Client Service Associate

jack smiling headsoht

Is belay certified and enjoys outdoor rock climbing in Rumney, NH

Has two cats named Milo and Caspian

Knows the best place in Boston for all-you-can-eat sushi

1800 West Park Dr, Suite 150, Westborough, MA 01581

Tel: 508-964-8014
Fax: 508-986-7500
Main Line: 508-475-3880

[email protected]

Jack McGauley is a Client Service Associate responsible for facilitating new-client onboarding, servicing existing investment accounts, and client platform support. Prior to joining CCR, Jack worked as a Strategy Consultant for Commonwealth Financial Network where he engaged directly with high performing advisory teams. He has experience with growth-oriented strategy, organizational structure, and helping clients set realistic KPIs for themselves and their business. Jack’s background is rooted in wealth management with a MA Life Insurance license and prior experience at Meristem, a wealth management firm based in Minneapolis.

Jack graduated from Babson College with a BA in Finance and Consulting and continues to live in the Greater Boston Area. He tries to make it home to Naples, FL to visit his family and escape the frigid Northeast winter for a warm weekend. Outside of work Jack enjoys cooking, camping, exercising, and finding new places to eat.