Jacqueline Melugin Joins North Square Investments
North Square Investments has made an exciting announcement regarding its team membership. Jacqueline Melugin has been welcomed as an Internal Sales Consultant. The announcement came from Phil Callahan, the Head of Distribution, highlighting that Jacqueline will report directly to Brent Troy, M.A., CIMA, the Vice President and Manager of Internal Sales.
Role and Responsibilities at North Square
In her new role, Jacqueline will be instrumental in providing internal sales support to the Field Distribution Team at North Square. This position is critical as the firm looks to enhance its investment capabilities and expand its product offerings while strengthening advisor relationships.
Phil Callahan conveyed confidence in Jacqueline's potential impact when he remarked, "As our firm continues on its growth trajectory, we are delighted to have Jacqueline join North Square. With her recent experience in sales at Nuveen and her knowledge of fixed income products, we believe she will be an outstanding asset to our team." This sentiment reflects the firm’s commitment to fostering a robust sales environment.
Jacqueline’s Background and Experience
Before joining North Square, Jacqueline held the position of Internal Advisor Consultant at Nuveen. In this capacity, she effectively collaborated with the Mass Affluent and Private Wealth Advisor sales teams, surgically achieving sales targets and enhancing market share. She not only serviced existing relationships but also worked diligently to expand those networks, promoting Nuveen's diverse investment solutions, which included fixed income and equities, private credit, and real estate investments.
Throughout her nine years at Nuveen, Jacqueline advanced through various roles, including Internal Advisor Services Representative and Consulting Services Associate. Her journey into the investment realm was preceded by her career in education, where she shared her knowledge with students in a teaching role.
Jacqueline holds a Bachelor of Science Degree in Education from Kent State University, with a focus on English. Moreover, she is licensed with FINRA Series 7 and 66, further underscoring her qualifications in the financial sector.
About North Square Investments
Founded in 2018, North Square Investments is an independent, multi-boutique investment firm dedicated to identifying and delivering high-quality, active investment managers to its financial intermediary partners. These partners include broker-dealers, wealth management advisors, Registered Investment Advisors (RIAs), family offices, retirement plans, and private banks. The firm's commitment is to add value for its investment partners by offering support services and distribution access while helping them identify effective, alpha-generating investment strategies.
North Square is notable for its experienced management team composed of industry professionals and a board filled with veterans. The firm is backed by Estancia Capital Partners, which bolsters its stand in the industry. As of the latest reports, North Square manages approximately $2.16 billion across 12 mutual funds, a closed-end fund, and an ETF. Collectively, including their stakes in CS McKee and Oak Ridge Investments, the total assets under management and advisement surpass $12.79 billion. For further insights into North Square Investments, you can visit northsquareinvest.com.
Media Contact
For more information or inquiries, please reach out to Martin Gawne, who handles media relations. He can be contacted at (312) 857-2167.
Frequently Asked Questions
What position did Jacqueline Melugin take at North Square?
Jacqueline Melugin has joined North Square Investments as an Internal Sales Consultant.
Who announced Jacqueline's new role?
Phil Callahan, the Head of Distribution, made the announcement regarding Jacqueline's position.
What was Jacqueline's role before joining North Square?
Before North Square, Jacqueline worked as an Internal Advisor Consultant at Nuveen.
How long did Jacqueline work at Nuveen?
Jacqueline worked at Nuveen for nine years before joining North Square Investments.
What educational background does Jacqueline have?
Jacqueline holds a Bachelor of Science Degree in Education from Kent State University, with a Concentration in English.
