Winthrop Wealth Management Team
Contact top employees from
Winthrop Wealth
Summary
The company currently specializes in the Financial Services area. To connect with Winthrop Wealth employee register on SignalHire.
Organization Website | winthropwealth.com |
Social Links |    |
Phone Number | 617-530-1010 |
Industries | |
Headquarters Location | 321 Columbus Ave, Boston, Massachusetts, 02116 US |
Employees Size | 10-50 employees |
Specialties | Wealth Planning, Investment Management, Tax and Estate Planning, Institutions and Endowments, Retirement Plans, Business Succession Planning, Financial Services, Financial Planning |
Founded | 2017 |
Employees Turnover 1 quarter 2026
Length of Employment
Employee tenure at Winthrop Wealth shows a diverse range of experience levels:
6% have been with the company for less than 1 year19% for 1–2 years13% for 3–4 years19% for 5–7 years19% for 8–10 years25% have over 11 years of service at Winthrop WealthContact top employees from
Winthrop Wealth
Earl Winthrop
President, Founding Partner, and Wealth Advisor
Max Winthrop
CEO
Richard Horvitz
Financial Controller
Kenneth Dean
Senior Director of Financial Planning
Richard St Onge
Chief Compliance Officer, Wealth Advisor
Cavan Lamontagne
Client Service Associate
Joseph Anastasi
Operations Associate
Kellie OConnor
Operations Team Lead
Emma Buckley
Client Services Associate
Matthew McGrath
Portfolio Manager
Lucas Winthrop
Chief Operating Officer / Wealth Advisor
Michael Banchick
Chief Technology Officer
Daniel Castle
Director, Advanced Planning
Jonathan Hunter
Wealth Advisor
Andrew Murphy
Co-Chief Investment Officer
Patrick Ryan
Operations Associate II
Alexandra Balukonis
Associate Director, Client Communications and Marketing
Robert Zola
Certified Financial Planner and Senior Wealth Advisor - New York
Francesca Lanza
Associate Portfolio Manager
Sean Winthrop
Client Services Associate
Juliana Pasquarosa
Client Services Associate
Alan Slaughter
Director of Operations and Client Service
Companies Similar to Winthrop Wealth
FAQ
Winthrop Wealth operates in the Finance industries. More details can be found on the official website: winthropwealth.com.
The headquarters of Winthrop Wealth are located in Boston, United States.
You can contact Winthrop Wealth by phone at 617-530-1010.
Winthrop Wealth currently employs 10-50 people.
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