Jackson Square Capital, LLC

Andrew Graham is a CFA® charterholder with 41 years of industry experience. He has been with Jackson Square Capital, LLC since 2019 and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for over a decade. Jackson Square Capital, LLC provides discretionary and non-discretionary wealth management, investment advisory services, and financial planning to individuals, trusts, estates, charitable organizations, and corporate clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing a range of investment strategies and continuous monitoring.

Kristina Joy Torrealba is a CFP® with eight years of industry experience, currently serving as an advisor at Jackson Square Capital, LLC since 2019. Her prior work history includes roles at JPMorgan Chase Bank and Exact Software. Outside of finance, she was involved with Scout Model and Talent Agency for four years. Jackson Square Capital, LLC provides discretionary and non-discretionary wealth management, investment advisory services, and financial planning to individuals, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $489 million in assets and customizes portfolios based on client objectives and risk tolerances using a range of investment strategies, including fundamental and technical analysis.

Max O’rourke is a financial advisor at Jackson Square Capital, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at PriceWaterhouseCoopers. Jackson Square Capital provides discretionary and non-discretionary wealth management, investment advisory services, and financial planning to individuals, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $489 million in assets and customizes portfolios using fundamental and technical analysis across a range of investment vehicles.

Jack Mcroskey is a financial advisor at Jackson Square Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Third Avenue Management and Consumers Alliance Processing Corporation prior to joining Jackson Square Capital in 2022. Jackson Square Capital provides discretionary and non-discretionary wealth management, investment advisory services, and financial planning to individuals, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $489 million in client assets and tailors portfolios using fundamental and technical analysis across a range of investment vehicles, including equities, fixed income, alternatives, and options strategies.

Michael Cordano is a Series 66 licensed financial advisor at Jackson Square Capital, LLC with nine years of industry experience. He has worked at Jackson Square Capital since 2019 and previously held roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Custom Wealth. Jackson Square Capital provides discretionary and non-discretionary wealth management, investment advisory services, and financial planning to individuals, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $489 million in client assets and customizes portfolios using fundamental and technical analysis across a range of investment vehicles.