Windrose Advisors

  • Financial Services
  • Waltham MA
  • 25 employees
  • Financial Services
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Company Overview

Headquarters
800 South Street, Suite 600, Waltham MA
Website
windroseadvisor.com
Email
wh****@windroseadvisor.com
Phone
(617) 421-1750
Employees
25
Founded in
2009
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Windrose Advisors

Windrose Advisors is an independent wealth management firm based in Waltham, Massachusetts. The firm manages investment strategies for a select clientele of families, foundations, and endowments. With 25 employees, Windrose Advisors provides customized investment advice tailored to each client's unique financial goals and objectives. Windrose Advisors specializes in delivering sophisticated investment solutions designed to meet the complex needs of high-net-worth individuals, families, foundations, and endowments. Their team of experienced professionals provides comprehensive wealth management services, including portfolio construction, asset allocation, and risk management. As an independent boutique firm, Windrose Advisors prioritizes personalized attention and a client-centric approach. They believe in building long-term relationships with their clients based on trust, transparency, and a deep understanding of their financial aspirations. For more information about Windrose Advisors and their services, please visit their website at www.windroseadvisor.com.

Company Leadership

Christopher Schleer

Client Service

Phone Email
Terry Mullen

Chief Revenue Officer (CRO)

Phone Email
Joelle Wyser-Pratte

Advisory Board

Phone Email

Windrose Advisors Industry Tags

Financial Services
Financial Advisory Services
View All Industry Tags

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FAQ

What is the location of Windrose Advisors's headquarters?
The headquarters of Windrose Advisors are situated at 800 South Street, Suite 600, Waltham MA
What is Windrose Advisors's phone number?
Windrose Advisors's contact number is (617) 421-1750.
What is Windrose Advisors's official website?
The official website of Windrose Advisors can be found at windroseadvisor.com.
What is Windrose Advisors's current revenue?
As of February 2015, Windrose Advisors's annual revenue reached $10B.
How many employees does Windrose Advisors currently have?
Windrose Advisors employs approximately 25+ people as of February 2015
Which industries is Windrose Advisors primarily operating in?
Windrose Advisors operates in the following industries: Finance, Credit
Who is the Client Service of Windrose Advisors?
Windrose Advisors's Client Service is Christopher Schleer
What are Windrose Advisors's industry tags?
Windrose Advisors's industry tags include: Financial Services, Financial Advisory Services
When was Windrose Advisors founded?
Windrose Advisors was founded in 2009.

Employee Directory

Key Employees

William Heitin

President & Chief Executive Officer

Phone Email

Thomas Mumford

Client Services Analyst

Phone Email

Ken Polay

Partner and Chief Operating Officer

Phone Email

Jorge Montoya

Client Services/Investment Operations Co-op

Phone Email