Jack McCroken, CFP®

Jack McCroken, CFP®

Chief Technology Officer
Vice President of Operations

Jack is the Chief Technology Officer and Vice President of Operations at Pallas Capital Advisors. Jack is a CERTIFIED FINANCIAL PLANNER™ and has over 10 years of experience in financial services. His primary role at Pallas is to develop financial plans for high-net-worth individuals and families, along with being a proactive point of contact for clients’ administrative and operational needs.

Prior to joining Pallas, Jack spent five years at Minot Light Advisors at UBS, where he served as a Wealth Strategy Associate and was responsible for developing financial plans, client administration and operations. Before joining UBS, Jack spent 5 years at Citizens Bank as a Premier Client Service Associate.

Jack earned his B.S., Business Management from Bridgewater State University and holds his Series 7 and 66 licenses, along with the CFP designation.

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Braintree, MA

45 Braintree Hill Office Park Suite 201
Braintree, MA 02184
(781) 971-5052

Wakefield, MA

701 Edgewater Drive
Suite 140
Wakefield, MA 01880
(781) 587-3478

Portsmouth, NH

36 Maplewood Avenue
Portsmouth
NH 03801
(603) 292-3699

Park Ridge, NJ

1 Maynard Drive
Suite 2101
Park Ridge, NJ 07656
(551) 277-2686

Newport, RI

51 Long Wharf Mall
Newport, RI 02840
(401) 847-0505

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Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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