Margo Ranger

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.  In l980, she joined a small regional brokerage firm, later moving on to Kidder, Peabody & Co. During the consolidation of Wall Street financial houses, Kidder was sold to Paine, Webber, which was ultimately sold to UBS Financial Services. Margo worked for all three as a Vice President in their retail brokerage business.

In 2009, during the turmoil that followed the near-collapse of Wall Street, Margo severed her relationship with the brokerage community and officially became an Investment Adviser Representative with Wakely Investment Management as a Senior Portfolio Manager specializing in conservative, high-quality equity and fixed-income investments that generate low turnover, tax-efficient portfolios.

She lives on the North Shore of Boston, where she divides her spare time between her beloved Whippet Jazz, a 2003 Corvette convertible, and her garden.