Our Team

Jon Wakely

Managing Partner

617-850-9091

jwakely@wakelyinvest.com

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

617-850-9092

mranger@wakelyinvest.com

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 ™

617-850-9093

jmorrell@wakelyinvest.com

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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