Jon Wakely

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.

 Jon began his career in commercial banking loan origination. Professional curiosity led him to “the other side of the balance sheet” when he joined UBS Financial Services, the largest private bank in the world, as a Financial Advisor. In 2005, he moved to Merrill Lynch, where he determined that the industry’s business model should be different to serve the client experience better. In 2008, Jon and a then-partner started an investment advisory firm, attracting clients from previous interactions until he decided to form Wakely Investment Management in 2013, which continues under his leadership as Managing Partner.

 Jon lives in Cambridge with his college-age daughter and a full-time companion, his beloved Labrador Retriever, Bailey. He currently serves on the Board of Directors of the Cardigan Mountain School. When his schedule permits, he pursues interests in yoga, biking, golf, travel, and grilling almost everything edible on his Big Green Egg outdoor smoker for his family and friends.