Jason Ranallo, CFA

Jason Ranallo is Head of Operations at Bluespring Wealth Midwest, where he is responsible for the systems, service, and investment operations behind every client relationship across Madison, Minneapolis, and Milwaukee. Bringing three firms together is as much an operational undertaking as a cultural one, and Jason leads that work, building one way of serving clients across three offices. He also continues to serve his own clients as a Wealth Advisor.

Jason joined Vector Wealth Management in 2005 after beginning his career at Piper Jaffray. Over two decades he built and directed Vector’s Portfolio Management Group, setting the strategies behind client portfolios and their allocation over the short and long term, served on the Investment Committee responsible for security selection, asset allocation, and investment due diligence, and rose to Chief Operating Officer. When Vector combined with its Madison and Milwaukee partners to form Bluespring Wealth Midwest, he took on operations for the combined firm.

Jason has spent his career on the side of the business clients rarely see and always feel. He measures the firm’s operations by one test: whether a family’s experience reflects the level of service their advisor has committed to. Clients who work with him directly get an advisor with a portfolio manager’s discipline and an operator’s eye for what happens after the meeting ends.

Jason holds a Bachelor of Business Administration in Finance and Marketing from the University of Minnesota Duluth. He is a CFA charter holder and a member of the CFA Society of Minnesota.