Jade McNeely

Background

About Jade McNeely

With over 20 years of experience in the wealth management industry, I bring a strong foundation in operations, risk management, client service, and business process improvement. My passion lies in building high-performing teams, optimizing systems, and driving operational excellence with a people-first approach.In my most recent role at Greybrook, I led the firm’s operational, investor services, and compliance functions. Previously, I held leadership positions at leading wealth management firms, where I oversaw daily branch operations with a focus on recruitment and onboarding of advisory teams and personnel.Currently, I’m taking a purposeful pause to pursue a personal milestone: training for the 2026 Lake Placid Ironman. This chapter reflects the same drive, focus, and discipline I bring to my professional life—and allows space for reflection, growth, and exploration of what’s next.I’m a strategic and solutions-oriented leader, known for being resourceful, collaborative, and committed to both team and business success.