Windhaven Investment Management, Inc. Employee Directory

Investment ManagementMassachusetts, United States11-50 Employees

Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments. We broadly diversify investment portfolios across the global capital markets and regularly include exposure to gold, commodities and real estate, in addition to more traditional investments in US and non-US stocks and bonds. To guide investment decisions and manage portfolio risk, we use our proprietary Global Strategies Model.

Our mission is to help our clients achieve an attractive rate of return on their investments over the long term while preserving their capital under a wide variety of global macroeconomic and geopolitical conditions.

Find Windhaven Investment Management, Inc. employees' phone numbers or email addresses

Windhaven Investment Management, Inc. Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Windhaven Investment Management, Inc.'s Leadership

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    G. M.
    Portfolio Manager, Head Of Quantitative Research
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    M. B.
    Managing Director
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    M. K.
    Director
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    B. Y.
    Marketing Director
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    C. S.
    Director Of Platform Technology
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    K. L.
    Director
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    R. H. E.
    Managing Director
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    S. S.
    Managing Director
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Contact profiles from Windhaven Investment Management, Inc.

Name
Title
Contact Info
Location
Last Update
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    R. O.
    Senior Quantitative Research Analyst
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    United StatesFlorida
    Oct 25, 2025
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    B. L.
    Senior Trader
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    United StatesMassachusetts
    Aug 01, 2024
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    C. H.
    Senior Marketing Specialist
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    Oct 17, 2024
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    H. W.
    Financial Services Professional
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    United StatesColorado
    Oct 21, 2024
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    N. N.
    Executive Assistant
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    United StatesMassachusetts
    Oct 22, 2024
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    Y. U.
    Ip Adjuster
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    Oct 21, 2024

Frequently Asked Questions

What is Windhaven Investment Management, Inc. known for?

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Windhaven Investment Management, Inc. was founded in 1994 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Windhaven Investment Management, Inc.'s company overview page for more information.

What is Windhaven Investment Management, Inc.'s most common email format?

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Windhaven Investment Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Windhaven Investment Management, Inc. email formats with LeadIQ.

How many employees does Windhaven Investment Management, Inc. have currently?

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Windhaven Investment Management, Inc. has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Windhaven Investment Management, Inc.'s key employees and leadership?

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As of December 2025, Windhaven Investment Management, Inc.'s key employees include:

  • Portfolio Manager, Head Of Quantitative Research: G. M.
  • Managing Director: M. B.
  • Director: M. K.
  • Marketing Director: B. Y.
  • Director Of Platform Technology: C. S.

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