Charles C. Radcliffe
Wealth Manager, J.P. Morgan Wealth Management
New York
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Industry Accolades
- Top Next-Gen Wealth AdvisorsForbes, 2017-2018, 2021-2023
- Best-In-State Wealth AdvisorsForbes, 2022
Forbes/SHOOK Top Next-Gen Wealth Advisors (08/08/23, data as of 03/31/23); (08/03/22, data as of 03/31/22); (09/21/21, data as of 03/31/21); (07/25/18, data as of 03/31/18); (07/25/17, data as of 03/31/17). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.Forbes/SHOOK Top Next-Gen Wealth Advisors (08/03/22, data as of 03/31/22); (09/21/21, data as of 03/31/21); (07/25/18, data as of 03/31/18); (07/25/17, data as of 03/31/17). Ratings may not guarantee future success or results.
Forbes/SHOOK Top Wealth Advisors Best-In State (08/24/22, data as of 03/31/22). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced.
- Wealth Management Experience Since 2006Maureen McNally is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Prior to joining J.P. Morgan in 2023, Ms. McNally was a Wealth Manager at First Republic Investment Management, which she joined in 2009. In her role, Ms. McNally specializes in the design, implementation and management of customized portfolio solutions for high net-worth individuals, trusts, endowments and foundations. She has been in the wealth management industry since 2006, and before joining First Republic, she was a Senior Client Associate supporting advisors at both UBS and Morgan Stanley.
- Community InvolvementActive in her community, Ms. McNally is a mentor with SHE-CAN, a non-profit organization which helps young women from post-conflict countries attend U.S. universities. She mentors a woman from Liberia as part of her work with SHE-CAN.
- Professional DesignationMs. McNally also holds the Chartered Financial Analyst® designation and is a member of the New York Society of Security Analysts and CFA Institute.
- EducationMs. McNally earned her Bachelor's degree in Finance from Providence College. There, she was a member of the Division I Women's Swim Team.
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