Windrose Advisors
Windrose Advisors is an independent boutique wealth management firm that delivers sophisticated, customized investment advice to a select group of families, foundations, and endowments. For more information or to contact us, please visit our website at:
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Verified contacts
23
available on Kipplo
LinkedIn employees
26
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
1
tools in use
Monthly traffic
144
organic / mo
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Decision-makers and verified team members
23 contacts with verified email or phone · masked until revealed.
- MJ
Maria Josayova
Director · General Business & Management
EmailPhone - PP
Paul Pomerantz
Director · General Business & Management
EmailPhone - AL
Adam Ladd
Vice President · General Business & Management
EmailPhone - TD
Tom Ducey
Vice President · General Business & Management
EmailPhone - CS
Carol Stato
Administrative Associate · General Business & Management
EmailPhone - DS
Dhwani Shah
Investment Analyst · Finance & Accounting
EmailPhone - TM
Thomas Mumford
Client Services Analyst · Customer/Client Service
EmailPhone - CC
Celicia Chaung
Deputy Chief Investment Officer · Finance & Accounting
EmailPhone - KP
Kenneth Polay
Partner and Chief Operating Officer · General Business & Management
EmailPhone
Showing 9 of 23 verified contacts
Top roles at Windrose Advisors
15 distinct titles indexed · top 10 shown.
- 4vice president
- 3director
- 2associate
- 2investment analyst
- 1administrative associate
- 1advisory board
- 1associate, fund accounting
- 1client reporting associate
- 1client services analyst
- 1client services intern
- +5more titles
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