We offer high-integrity, client-centered wealth management for business owners and successful professionals. Our financial planning, wealth advisory, and investment management services are driven by our commitment to always do what is best for each and every client. We partner with you to help prepare for life’s challenges and successes.
We aim to be one of the most trusted sources of advice in your life. We earn that trust by acting diligently to protect and advance your financial interests. In everything we do, we strive to demonstrate that we truly understand your priorities, goals, and concerns.
We also place a strong emphasis on transparency and confidentiality. We communicate clearly with clients about their strategy, ensuring everything is easily understood. We acknowledge that our clients trust us with something incredibly valuable: their financial futures. We take that responsibility seriously and protect all client information with the utmost discretion.
Meet the Team
Understanding the importance of what each client’s portfolio means to them is what makes Jon’s work so meaningful.
Jon launched 44 North Capital after 11 years of working alongside clients as a Portfolio Manager and Senior Vice President at Merrill Lynch. Understanding the importance of what each client’s portfolio means to them is what makes Jon’s work so meaningful. He partners closely with clients while leading wealth advisory and portfolio strategy at 44 North.
He earned the Certified Financial Planner® designation in 2017 and was named to the Forbes “Best-in-State Wealth Advisors” list in 2023 and the Forbes “Top Next-Generation Wealth Advisors Best-in-State” list in 2022 & 2023.
Originally from the Boston area, Jon earned a BA in Economics from Holy Cross. Following his senior year, Jon signed an NHL contract with the Columbus Blue Jackets to begin a four-year career in professional hockey. After hanging up the skates, Jon relocated to Vermont and began his career in wealth management. Along with his wife and 3 children, he enjoys all that Vermont has to offer.
As a Certified Financial Planner® professional, Lexie takes her fiduciary duty to her clients seriously.
Lexie has been in the wealth management industry since 2012. She worked as an advisor alongside Jon at Merrill Lynch for over three years prior to the launch of 44 North Capital. She earned the Certified Financial Planner® designation in 2018 and takes her fiduciary duty to her clients seriously.
Lexie is originally from the Chicago area. She came to Vermont to attend the University of Vermont where she played four years of collegiate soccer and earned a BA in Business Administration. With her husband and daughter, Lexie maintains an active life while enjoying the Vermont mountains and Lake Champlain.
Billie’s attention to detail and positive attitude are what drive the client service experience at 44 North
Billie began her career in the financial services industry in 2001. Her attention to detail and positive attitude are what drive the client service experience at 44 North. As Director of Client Services, you can count on Billie to coordinate any operational needs efficiently.
A Vermont native, Billie enjoys spending quality time with family and friends, boating, and traveling.
As a registered investment advisor (RIA), we have a fiduciary obligation to every client. We chose this path because it aligns with our core beliefs. We always put your interests first because doing what’s best for you is at the heart of our mission.
Rankings based on data as of June 30, 2022.* Data provided by SHOOK® Research, LLC. Data as of 6/30/22. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and firm-generated revenue (investment performance is not a criterion). SHOOKS’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.