#United States #Chicago #Investment Consulting #North Square Investments #Jacqueline Melugin

Jacqueline Melugin Joins North Square Investments

In an exciting development for both Jacqueline Melugin and North Square Investments, the firm recently announced her appointment as an Internal Sales Consultant. This strategic addition was revealed by Phil Callahan, Head of Distribution at North Square, highlighting Melugin's impressive expertise in sales and her extensive knowledge of investment products.

Role and Responsibilities

In her new capacity, Melugin will be a crucial support system for North Square's Field Distribution Team. As the firm continues to grow its investment capabilities and product offerings, her role is essential for assisting in expanding relationships with advisors and enhancing support strategies. Callahan expressed enthusiasm about her onboarding, stating that her experience with Nuveen and her adept understanding of fixed-income products will make her a significant asset.

Background and Experience

Before joining North Square Investments, Melugin served as an Internal Advisor Consultant at Nuveen in Chicago, where she was instrumental in helping the sales teams target the Mass Affluent and Private Wealth Advisor segments. In this role, she not only met sales objectives but also expanded market shares and nurtured existing relationships. Her work spanned various financial solutions, including fixed income, equities, private credit, and private real estate.

Her professional history at Nuveen, which lasted nine years, included positions such as Internal Advisor Services Representative and Consulting Services Associate. Interestingly, before stepping into the investment management industry, Melugin was a teacher in Chicago, where she honed her interpersonal skills and her ability to communicate complex information effectively.

Educational Background

Melugin holds a Bachelor of Science Degree in Education from Kent State University, focusing on English. She also possesses FINRA Series 7 and 66 licenses, which further bolster her qualifications in the finance sector.

Her transition into the finance field showcases her dedication to continuous learning and professional development, as she moves from a teaching role to a pivotal position in investment consulting.

About North Square Investments

Founded in 2018 and based in Chicago, North Square Investments is an independent investment firm that prides itself on delivering high-quality, active investment management solutions to institutional partners. The firm is committed to sourcing and backing investment managers with strong performance records. With a focus on supporting financial intermediaries — including broker-dealers, wealth management advisors, Registered Investment Advisors (RIAs), and family offices — North Square aims to enrich clients’ portfolios through effective risk-adjusted strategies.

As of now, North Square boasts over $2.16 billion in assets under management across various funds, including mutual funds, closed-end funds, and ETFs. The firm collaborates with multiple brands, directing collective efforts towards maximizing asset management and investment advisory outcomes.

Melugin’s appointment signifies an important step in strengthening North Square Investments' sales capabilities, ensuring that the firm remains at the forefront of the competitive investment landscape. As she embarks on this new journey, both North Square and its client partners look forward to the positive impact she will undoubtedly make.