Our Firm 

 

Jonathan R. Laird, CFP®

Senior Financial Advisor

Jonathan began his professional career in the early  1990s, following his father’s 40 years in financial  services. He has been with Wells Fargo Advisors Financial Network, LLC or one of its predecessors continuously since 1994, when he began  as a technical analyst for the financial planning and institutional managed money division.

After completing his CERTIFIED FINANCIAL PLANNERTM coursework at Boston University, Jonathan started an advisory practice in southern Connecticut at Prudential Securities, LLC, a predecessor firm of Wells Fargo Advisors Financial Network, LLC. Since then, he has built a substantial personal financial services practice in association with Wells Fargo Advisors Financial Network, LLC, focusing on asset management consulting and planning, serving hundreds of clients across the country.

Jonathan has been recognized as a Premier Advisor, a distinction reserved for the firm’s top producers who have also demonstrated exceptional client service. He is a member of the Wells Fargo Advisors’ President’s Council.

The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production, completion of educational components and professionalism.

 

 

Sarah J. Sherman

Registered Associate

Sarah joined Lightship Capital Management in March 2015, following several years in   a financial advisory practice in Boston where she served as an investment planning assistant. She is responsible for our clients’ critical operational and administrative needs, including daily operations, asset movement, account updates, client reporting, introducing and navigating client technology tools, and managing the transition process for new client relationships. Sarah holds a Series 7 and Series 66 registration and has a bachelor of arts degree in English from St. Edward’s University in Austin, Texas. She and her family have lived on Martha’s Vineyard since 2013.

 

 

James S. Pringle

Administrative Assistant

Jim manages cashiering functions and recordkeeping for Lightship Capital Management’s compliance  protocols. He joined the practice in 2007. Locally,  Jim serves as a Justice of the Peace, having performed  more than 400 matrimonial ceremonies. He graduated from George Washington University in Washington, D.C., and has lived on Martha’s Vineyard since 1971.

 

 

 

Wells Fargo Advisors Financial Network, LLC

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC (WFAFN), members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

WFAFN caters to accomplished Financial Advisors (FAs) who want to own and operate their own financial services business. WFAFN FAs are independent business owners, not employees of Wells Fargo Advisors Financial Network, who manage every client relationship and have demonstrated their ability to run and control their practice to the highest industry standards.

WFAFN was formed in 2001 and has grown to over 1,400 advisors in more than 600 independent practices managing over $95 billion in assets (as of December 31, 2016).

 

Wells Fargo Clearing Services, LLC (WFCS)

One of the nation’s largest full-service retail brokerage firms based on number of financial advisors, Wells Fargo Clearing Services provides operational, clearing and related consulting services for the affiliated Wells Fargo retail brokerage business and approximately 71 unaffiliated brokerage firms. 

Investment and Insurance Products:  NOT FDIC Insured NO Bank Guarantee MAY Lose Value Investment products  and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company.Lightship Capital Management, LLC, is a separate entity from WFAFN.