Gayle G. McGowan

Client Relationship Specialist

Massachusetts Bay Community College
AS, Accounting

As a client relationship specialist, Gayle is the primary contact for clients’ day-to-day needs. She has extensive experience with both the Schwab and Fidelity institutional platforms. Among her responsibilities are client onboarding, money movement, gifting requests, requests for performance, and tax information. Gayle develops close relationships with her clients to ensure consistent and exceptional service. Gayle also supports our senior portfolio management and wealth planning professionals.

Gayle brings over 30 years of experience in wealth management. Previously, she was a senior wealth management specialist at People’s United Advisors and its subsidiary, Olson Mobeck Investment Advisors.

In her free time, Gayle enjoys the beach, traveling, hiking, and spending time with her family.