Our Team

Jon Wakely

Managing Partner



Jon’s education began at the Cardigan Mountain School, followed by Deerfield Academy as preparation for his undergraduate studies at the University of New Hampshire. He graduated with a Bachelor of Arts degree in 1984...

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Margo Ranger

Senior Portfolio Manager



Margo graduated from Smith College as a language major.  After many years abroad, she returned to an administrative post at Harvard Business School, which provided her with an elite introduction to business....

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Jennifer Morrell

Certified Financial Planner ™



Jen graduated from Lowell University in 1989 with a Bachelor of Arts degree in accounting.  In 2005 she joined a small investment firm, providing part-time bookkeeping and financial planning support while raising her family...

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