Jon Norman Wakely
Director/Board Member at Cardigan Mountain School
Profile
Mr. Jon N.
Wakely is Co-Founder & Managing Partner at PW Global Advisors.
He co-founded PW Global Advisors in 2008.
Previously, he worked at UBS Financial Services as a Financial Advisor.
In 2005 he moved to Merrill Lynch, where he determined that the industry business model, rather than the particular firm, should be shaped differently in order to improve the client experience.
Mr. Wakely received his undergraduate degree from the University of New Hampshire.
Jon Norman Wakely active positions
| Companies | Position | Start |
|---|---|---|
Cardigan Mountain School
 Cardigan Mountain School Other Consumer ServicesConsumer Services Cardigan Mountain School operates boarding and day schools for boys. The company was founded by Harold P. Hinman and William R. Brewster and is headquartered in Canaan, NH. | Director/Board Member | - |
Former positions of Jon Norman Wakely
| Companies | Position | End |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
PW Global Advisors
 PW Global Advisors Investment ManagersFinance Founded in 2008, PW Global Advisors is a registered investment advisor located in Boston. The firm provides services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations | Founder | - |
Training of Jon Norman Wakely
| University of New Hampshire | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
PW Global Advisors
PW Global Advisors Investment ManagersFinance Founded in 2008, PW Global Advisors is a registered investment advisor located in Boston. The firm provides services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Cardigan Mountain School
Cardigan Mountain School Other Consumer ServicesConsumer Services Cardigan Mountain School operates boarding and day schools for boys. The company was founded by Harold P. Hinman and William R. Brewster and is headquartered in Canaan, NH. | Consumer Services |
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