Jessamyn Norton, CFA

Chief Investment Officer, Treasurer, Principal

Wheaton College, BA; University of Chicago Booth School of Business, MBA

Chartered Financial Analyst
Maine CFA Society, Director; Boston Security Analysts’ Society; LearningWorks, Board Member

Jessamyn says she accidentally fell into the financial management field. She fell in love with the environment in her first job post-college, when she was tasked with doing research and analysis at Wellington Management, then at Fidelity Investments. She loves the intellectual rigor and constant evolution required for studying not just the numbers, but the cultural and psychological factors that inform smart investment decisions. As a result, she brings robust, informed strategy to our clients. Jessamyn has 20 years of investment experience and serves on the boards of LearningWorks and the CFA Society of Maine.

Jessamyn’s daughters rule the roost in her family’s home in Falmouth. They all love living in a state with a great food scene as well as ocean, lakes and mountains for hiking or just getting outside, especially on crisp autumn days.