What departments does Winthrop Wealth have?

Winthrop Wealth has employees across 3 departments including Operations, Finance, Marketing.

What is the largest department at Winthrop Wealth?

The largest department at Winthrop Wealth is Operations with 9 employees.

Where are Winthrop Wealth employees located globally?

Winthrop Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Winthrop Wealth's team size changed over time?

Winthrop Wealth's team has decreased from approximately 30 to 23 employees based on available data.

Winthrop Wealth Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Winthrop Wealth is a Boston-based financial services firm that concentrates on wealth management for individuals and families. The firm designs comprehensive, customized strategies intended to simplify and clarify clients' financial lives while pursuing their personal goals. Its advisors bring decades of experience, and the team emphasizes a client-first approach to deliver tailored service. The firm positions itself as multi-generational, combining experienced professionals with credentialed staff to support ongoing financial stewardship.
Based in Boston, Massachusetts, the firm operates as a registered investment adviser within the wealth management sector. In 2026, Winthrop Wealth was named to Inc.'s Best Workplaces list for the second consecutive year.

Winthrop Wealth Global Highlights

North America
32

United States Of America
32

Winthrop Wealth's Leadership

M. W.
Chief Executive Officer
Mobile Phone
Email
L. W.
Chief Operating Officer / Wealth Advisor
Mobile Phone
Email
R. C. S. O.
Chief Compliance Officer, Wealth Advisor
Mobile Phone
Email
E. B. W.
President, Founding Partner, And Wealth Advisor
Mobile Phone
Email
M. W.
President, Founding Partner, Wealth Advisor
Mobile Phone
Email
A. M.
Co-Chief Investment Officer
Mobile Phone
Email
A. B.
Associate Director, Client Communications And Marketing
Mobile Phone
Email
A. S.
Director Of Operations And Client Service
Mobile Phone
Email

Winthrop Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business
Administrative
Analytics
Other
Arts & Design

Contact profiles from Winthrop Wealth

Name

Title

Contact Info

Location

Last Update

M. W.
Chief Executive Officer
Mobile Phone
Email
United StatesMassachusetts
Sep 16, 2024
L. W.
Chief Operating Officer / Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Jun 02, 2026
E. B. W.
President, Founding Partner, And Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
May 05, 2026
A. M.
Co-Chief Investment Officer
Mobile Phone
Email
United StatesMassachusetts
Mar 14, 2025
R. C. S. O.
Chief Compliance Officer, Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Mar 30, 2026
M. W.
President, Founding Partner, Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Nov 18, 2024
A. B.
Associate Director, Client Communications And Marketing
Mobile Phone
Email
United StatesMassachusetts
May 13, 2026
A. S.
Director Of Operations And Client Service
Mobile Phone
Email
United StatesMassachusetts
May 13, 2026
D. L. C.
Director, Advanced Planning
Mobile Phone
Email
United StatesMassachusetts
Oct 21, 2025
D. C.
Director, Advanced Planning
Mobile Phone
Email
Aug 05, 2024

Frequently Asked Questions

What is Winthrop Wealth known for?

Winthrop Wealth was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 321 Columbus Avenue 3rd Floor Boston, Massachusetts 02116 United States; you can contact the main corporate office by phone at

+1-617-530-****

. Explore Winthrop Wealth's company overview page for more information.

What is Winthrop Wealth's most common email format?

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

How many employees does Winthrop Wealth have currently?

Winthrop Wealth has approximately 34 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Winthrop Wealth's key employees and leadership?

As of May 2026, Winthrop Wealth's key employees include:

Chief Executive Officer: M. W.
Chief Operating Officer / Wealth Advisor: L. W.
Chief Compliance Officer, Wealth Advisor: R. C. S. O.
President, Founding Partner, And Wealth Advisor: E. B. W.
President, Founding Partner, Wealth Advisor: M. W.

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Winthrop Wealth Employee Directory

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