
Jack McCarty
Relationship Manager
Jack is a member of the Relationship Management team, where he supports clients through attentive service and ongoing relationship management. He contributes to the firm’s commitment to personalized, best-in-class service by focusing on clear communication, responsiveness, and a consistently high-quality client experience.
Jack earned his bachelor’s degree in Finance and Management from the University of New Hampshire’s Peter T. Paul College of Business and Economics. While at UNH, he gained early industry experience as a Client Service Intern with RISE Private Wealth Management before beginning his career in Boston on the Portfolio Administration team at Loomis Sayles. Outside of work, Jack enjoys skiing, golfing, and spending time with family.
Primary Duties at One Charles Private Wealth
-
Acts as a key point of contact for client service needs
-
Acts as a client liaison to our third-party vendors and custodial relationships
-
Assists in scheduling portfolio reviews and wealth management meetings
![[One Charles] Logo_Horizontal.png](https://static.wixstatic.com/media/4c038e_76a857dc75924ce78a2c9bb49825e4eb~mv2.png)