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Chris has been providing investment guidance for over seventeen years. He joined Gage-Wiley & Co., Inc. in 1983. In 1986, Chris, and his partner, Ted Pennock, became just the third "generation" of owners since Gage-Wiley was first established in 1933.
There have been tremendous changes in the financial marketplace in the past decade and Gage-Wiley, under Chris' leadership, has dedicated considerable resources to assuring that the firm remains a leader in our market. Chris is a past Trustee The Cooley Dickinson Hospital, past Chair and current member of the hospital's Investment Committee, and former member of the Finance and Facilities Committees.
A Trustee of Hampshire College, he serves as Chair of the Finance Committee and is a member of the Executive, Investment, Admissions and Campus Life committees. Chris also serves as Vice President and Investment Advisor to the Xeric Foundation, Inc.
Email: cmilne@gagewiley.com |
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Ted has been with Gage-Wiley since 1983, and has served as Executive Vice President since 1987. His business focus is primarily helping the individual investor and small business owner achieve their personal or retirement financial goals. He also works with non-profits in helping them manage their endowments.
Ted is an active member of his community through his service as a member of the United Way Board and its Finance Committee for the last 15 years, the First Church of Deerfield Finance Committee for 10 years, the Deerfield Fire Department Prudential Committee, and Tapestry Health Systems as a Board member.
Ted lives with his wife, Carole, and their two grown sons, Christopher and Alexander in Deerfield, MA.
Email: tpennock@gagewiley.com |
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“Hap’s” career as an investment manager, account executive and financial consultant, President and President-Emeritus, all with Gage-Wiley, began in 1957.He is directly involved with the continuing and changing investment requirements of his clients in today’s constantly shifting financial environment. He brings his 42 years of continuous experience with this firm to address each client’s present and future financial needs as well as their degree of risk tolerance. “Hap” is a Dartmouth College graduate and has been a resident of Plymouth for 42 years. He has been active in the Pilgrim Society, was a founding Trustee of the Manomet Bird Observatory, is a donor of property to the Wildlands Trust of Southeastern Massachusetts, and is a Trustee of one of the oldest conservation organization in the country, The Trustees of Reservations.
He writes a weekly “Marketview” column, and occasionally enjoys hiking in the “sky island” mountains high above those famous golf courses in sunny Tucson.
Email: jmoss@gagewiley.com |
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Paul has thirty-five years of experience as an investment professional, eighteen of those years with Gage-Wiley. He was graduated with honors from the University of Massachusetts, Amherst, MA in 1957 with a major in Finance.
Paul specializes in assisting clients in accumulating assets for education and retirement, and working with seniors to meet their unique investment needs. He volunteers at Cooley Dickinson Hospital, helping employees with financial planning. Paul’s investment approach is low-key, long-term, and conservative.
Email: pjudson@gagewiley.com |
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Judee, a graduate of Bates College and Boston College Law School, came to Gage-Wiley as a second career, having worked many years as an attorney. She holds additional licenses as a Registered Investment Advisor and Life Insurance Representative.
Her clients benefit from her thorough approach as she assists them in identifying their financial goals, time horizons and return expectations relative to their tolerance for risk. She looks to build strong, long-term relationships and focuses on retirement planning, estate planing and investing for women.
Judee presently serves on the Board of Directors of the Greenfield Area Animal Shelter, as Community Coordinator of the Deerfield Arts Partnership and as Chairperson of the Deerfield Cultural Council.
Email: jrainville@gagewiley.com |
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