CJ Cawley is a native of Yarmouth, Maine and attended his undergraduate at Endicott College in Beverly, MA. He graduated Summa Cum Laude with a BS in Finance and held positions as the Chair of the Academic Committee and the Finance Board for Endicott’s Student Government Association.
In addition, CJ completed a 6-month rotation at MFS Investment Management in Boston, MA. During his rotation, he conducted self-directed research through interviews with Senior Portfolio Managers. His findings led him to complete an informational analysis on investment products and their ability to drive long-term returns for clients. CJ’s research was selected in the top five for Endicott’s School of Business graduating class.
Following graduation, he spent 8-months with Fidelity Investments as a 401k consultant where he discovered his passion for building relationships with people and their communities. CJ holds both his Series 66 and 7 securities licenses.
Currently, CJ lives in Yarmouth, ME with his dog Bernie. He is an avid fisherman and is often found at his family’s camp on Clearwater Pond. If he is not on the water, CJ can be found in his local Dunkin Donuts or watching the Boston Celtics at home.