Jack McCroken, CFP®

Home » Team » Jack McCroken, CFP®
Jack-McCroken

Jack McCroken, CFP®

Director of Operations and Financial Planning

Jack is the Director of Operations and Financial Planning 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.

Subscribe to Our Newsletter

© Copyright - Pallas Capital Advisors | Web Design by M16 Marketing