Michael McCauley

Michael McCauley is an experienced financial professional currently serving as the Vice President of Investments at Phoenix Financial Services since January 2018, where responsibilities include developing financial plans and addressing client investment needs. Prior to this role, McCauley held positions at Joseph Gunnar & Co., LLC as a Senior Financial Advisor and at National Securities Corporation as an Investment Specialist, both focusing on similar financial planning and investment research tasks. McCauley's career also includes a trajectory in customer service and marketing, with previous roles such as Resolution Manager at Barclaycard and Vice President of Marketing for TAXJAMS Inc. Educated at Saint Joseph's University with a Bachelor of Science in Finance, Risk Management & Insurance, McCauley has a solid foundation in finance and client relations.