North Square Investments today announced that Lauryn Muzzey had joined the firm as an Internal
Sales Associate.
CHICAGO, Aug. 19,
2024 /PRNewswire-PRWeb/ -- North Square Investments
today announced that Lauryn Muzzey
had joined the firm as an Internal Sales Associate. The
announcement was made by Head of Distribution Phil Callahan, who
said Lauryn will report to Vice President and Manager of Internal
Sales Brent Troy, M.A., CIMA®, CSRIC®.
"With her most recent experience working
with clients in J.P. Morgan's Wealth Management Division, we know
Lauryn will be an outstanding addition to our team," said North
Square Head of Distribution Phil Callahan.
In her newly created position, Lauryn will provide internal
sales support to North Square's Field Distribution Team, as well as
assist with the firm's ongoing marketing initiatives, including
conferences, webinars and social media.
Most recently, Lauryn worked as a Financial Advisor Development
Track Analyst for J.P Morgan Securities LLC, where she supported
client relationships by facilitating transactions and was
responsible for new business acquisition for the firm's Wealth
Management Division
"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 Lauryn join our
firm," Callahan said. "With her most recent experience working with
clients in J.P. Morgan's Wealth Management Division, we know Lauryn
will be an outstanding addition to our team."
Lauryn received a Bachelor of Science Degree in Finance and Real
Estate from Florida State University
and holds FINRA SIE, 7 and 63 licenses.
North Square is 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, 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's multi-boutique platform includes a mutual fund family and
ownership interests in the distinctly branded firms of C.S. McKee
and Oak Ridge Investments with collective assets under management
and advisement of approximately $12.34
billion (as of July 31,
2024).
About North Square
Founded in 2018 and headquartered in Chicago, Illinois, North Square Investments is
an independent, multi-boutique investment firm dedicated to
delivering differentiated active investment strategies to the
market. With an experienced senior management team, a board
composed of highly regarded industry veterans and backed by
Estancia Capital Partners, North Square is a leader in aggregating
high quality, alpha-generating active strategies to assist
financial intermediary partners in building superior risk-adjusted
portfolios for the benefit of their clients. Learn more about North
Square Investments at northsquareinvest.com.
Media Contact
Martin Gawne, North Square
Investments, (312) 857-2167, mgawne@northsquareinvest.com,
https://northsquareinvest.com/
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SOURCE North Square Investments