Jacqueline Melugin Joins North Square Investments as Internal Sales Consultant

CHICAGO, March 27, 2025 /PRNewswire/ -- North Square Investments today announced that Jacqueline Melugin had joined the firm as an Internal Sales Consultant. The announcement was made by Head of Distribution Phil Callahan, who said Jacqueline will report to Vice President and Manager of Internal Sales Brent Troy, M.A., CIMA^®, CSRIC^®.

In her newly created position, Jacqueline will provide internal sales support to North Square's Field Distribution Team. 

"As our firm continues on its current growth trajectory with the expansion of our investment capabilities, product offerings and advisor relationships, we are delighted to have Jacqueline join North Square," Callahan said. "With her most recent experience working with the sales team at Nuveen and particularly with her deep knowledge of investments and fixed income products, we know Jacqueline will be an outstanding addition to our team."

Most recently, Jacqueline worked as an Internal Advisor Consultant with Nuveen in Chicago, where she partnered with the Mass Affluent and Private Wealth Advisor sales teams to achieve sales objectives and increase market share, as well as serviced and grew existing relationships to promote Nuveen's fixed income, equities, private credit and private real estate investment solutions. 

Other positions held at Nuveen during Jacqueline's nine-year tenure at the firm included Internal Advisor Services Representative and Consulting Services Associate. Before joining the investment management industry, Jacqueline was a teacher in Chicago.

Jacqueline received a Bachelor of Science Degree in Education from Kent State University with a Concentration in English and holds FINRA Series 7 and 66 licenses.

About North Square

Founded in 2018 and headquartered in Chicago, Illinois, North Square is an independent, multi-boutique investment firm committed to the sourcing, vetting and delivery of institutional quality, active investment managers to their financial intermediary partners which include broker dealers, wealth management advisors, Registered Investment Advisors (RIAs), family offices, retirement plans and private banks. North Square believes the firm delivers value to its investment partners by providing support services and access to distribution while assisting distribution partners as they search for high quality, alpha-generating active investment strategies to build better risk-adjusted portfolios for their clients.

North Square has an experienced senior management team comprised of seasoned professionals, a board composed of industry veterans, and is backed by Estancia Capital Partners. As of February 28, 2025 North Square had $2.16 billion of assets under management in 12 mutual funds, one closed end fund and one ETF. With North Square's ownership interests (majority and minority, respectively) in the distinctly branded firms of CS McKee and Oak Ridge Investments, collective assets under management and advisement totaled $12.79 billion. Learn more about North Square Investments at northsquareinvest.com.

Media Contact:
Martin Gawne
(312) 857-2167
[email protected]

SOURCE North Square Investments