Jake McCarthy Email & Phone Number

Vice President and Private Wealth Advisor @ Third View Private Wealth

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Jake McCarthy Location

Westport, CT, US

Jake McCarthy Work

2025 - now Vice President and Private Wealth Advisor @ Third View Private Wealth
2026 - now Board Member @ McGivney Community Center
2025 - 2025 Vice President @ Procyon Partners

2021 - 2025 Financial Advisor @ Procyon Partners
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2020 - 2021 Financial Services Representative @ Barnum Financial Group
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2020 - 2020 Business Development Associate @ Barnum Financial Group
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2019 - 2019 Financial Analyst @ Quinnipiac University
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Jake McCarthy Education

Quinnipiac University
Bachelor’s (Business)
2016 - 2019
Lakeland High School
2012 - 2016

Jake McCarthy Summary

Jake McCarthy, based in Westport, CT, US, is currently a Vice President and Private Wealth Advisor at Third View Private Wealth. Jake McCarthy brings experience from previous roles at McGivney Community Center, Procyon and Barnum Financial Group. Jake McCarthy holds a 2016 - 2019 Bachelor’s in Business @ Quinnipiac University. Jake McCarthy has 4 emails and 1 mobile phone numbers on RocketReach.

Jake McCarthy Emails

Found 4 emails

Jake McCarthy Phone Numbers

Found 3 phone numbers

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Top Third View Private Wealth Employees

Zoltan Pongracz

Co-Founder and Managing Partner at Third View Private Wealth

Westport, CT, US
2
- gmail.com
- thirdviewpw.com
3
- +1 203-913-XXXX
- +1 203-331-XXXX
- +1 203-767-XXXX
Kira Weaver

Client Service Associate at Third View Private Wealth

Boston, MA, US
2
- yahoo.com
- thirdviewpw.com
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- +1 714-745-XXXX
- +1 714-692-XXXX

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