We’re proud to announce that Jacqueline O’Toole has been promoted to Chief Operating Officer.

Since joining PSG in 2018 as a Research Analyst and most recently serving as Director of Operations, Jackie has helped build the team, systems, and processes that support the firm every day. She plays an integral role in ensuring that the family behind your family operates seamlessly, allowing our advisors to focus on what matters most—our clients.

Congratulations, Jackie, on this well-deserved promotion. We are excited to see what you will do next!