What departments does Windrose Advisors have?

Windrose Advisors has employees across 2 departments including Finance, Operations.

What is the largest department at Windrose Advisors?

The largest department at Windrose Advisors is Finance with 2 employees.

Where are Windrose Advisors employees located globally?

Windrose Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Windrose Advisors's team size changed over time?

Windrose Advisors's team has decreased from approximately 27 to 25 employees based on available data.

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Windrose Advisors Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Windrose Advisors operates as a privately held, boutique advisory practice that provides customized investment guidance. Its client roster comprises families, foundations, and endowments seeking specialized asset management. The firm is based in Waltham, Massachusetts, and functions within the financial services industry as an independent advisor.

Its services center on sophisticated investment advice and portfolio construction aligned with each client's long-term objectives. With a small to mid-sized team, Windrose emphasizes a personalized, client-focused approach.

Windrose Advisors Global Highlights

North America
36

United States Of America
36

Windrose Advisors's Leadership

J. Z.
Chief Investment Officer-Advisory Board
Mobile Phone
Email
P. B.
Chief Risk Officer
Mobile Phone
Email
A. R.
Vice President
Mobile Phone
Email
J. L.
Client Service Associate
Mobile Phone
Email
J. M.
Operations Reporting Associate
Mobile Phone
Email
K. G.
Service Associate
Mobile Phone
Email

Windrose Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Consultant
Accounting
Other

Contact profiles from Windrose Advisors

Name

Title

Contact

Location

Last Update

J. Z.
Chief Investment Officer-Advisory Board
Mobile Phone
Email
Oct 17, 2024
P. B.
Chief Risk Officer
Mobile Phone
Email
Oct 23, 2024
A. R.
Vice President
Mobile Phone
Email
Oct 16, 2024
J. L.
Client Service Associate
Mobile Phone
Email
Oct 16, 2024
J. M.
Operations Reporting Associate
Mobile Phone
Email
Jul 08, 2024
K. G.
Service Associate
Mobile Phone
Email
Mar 18, 2026

Frequently Asked Questions

What is Windrose Advisors known for?

Windrose Advisors was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-617-421-****

. Explore Windrose Advisors's company overview page for more information.

What is Windrose Advisors's most common email format?

Windrose Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Windrose Advisors email formats with LeadIQ.

How many employees does Windrose Advisors have currently?

Windrose Advisors has approximately 27 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Windrose Advisors's key employees and leadership?

As of July 2026, Windrose Advisors's key employees include:

Chief Investment Officer-Advisory Board: J. Z.
Chief Risk Officer: P. B.
Vice President: A. R.
Client Service Associate: J. L.
Operations Reporting Associate: J. M.

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Windrose Advisors Employee Directory

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