Windrose Advisors Employee Directory

Q: Who are Windrose Advisors key employees?

Some of Windrose Advisors key employees are Kenneth Polay , Christopher Akelman

Windrose Advisors corporate office is located in 800 South St Ste 600, Waltham, Massachusetts, 02453, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

C-Suite

Windrose Advisors CEO

William HeitinChief Executive Officer & Founding Partner

Phone

See Profile

Key Employees of Windrose Advisors

KP
Kenneth Polay
Partner & Chief Operating Officer
PhoneEmail
Christopher Ak...
President
PhoneEmail
PhoneEmail
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PhoneEmail
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Windrose Advisors Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Windrose Advisors

Hundreds of professionals searching for Windrose Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CZ
Celicia Zhao
Email Direct
Deputy Chief Investment Officer
United States , Massachusetts , Waltham

CC
Celicia Chaung
Email Direct
Deputy Chief Investment Officer
United States , Massachusetts , Waltham

AL
Adam Ladd
Email Direct
Vice President
United States , Massachusetts , Waltham

TD
Thomas Ducey
Email Direct
Vice President
United States , Massachusetts , Waltham

CM
Charles McKelvey
Email Direct
Fund Accounting Associate
United States , Massachusetts , Waltham

WH
William Heitin
Email Direct
Chief Executive Officer & Founding Partner
United States , Massachusetts , Waltham

KP
Kenneth Polay
Email Direct
Partner & Chief Operating Officer
United States , Massachusetts , Waltham

AE
Amy Etten
Email Direct
Co-Founder & Managing Partner
United States , Massachusetts , Waltham

RD
Reilly Dahlquist
Email Direct
Vice President
United States , Massachusetts , Waltham

KG
Katherin Goguen
Email Direct
Vice President
United States , Massachusetts , Waltham

WW
Wyatt Wegrzyn
Email Direct
Fund Accounting Associate
United States , Massachusetts , Waltham

LS
Lee Setzen
Email Direct
Client Service Associate
United States , Massachusetts , Waltham

CS
Carol Stato
Email Direct
Administrative Associate
United States , Massachusetts , Waltham

GQ
Gildas Quinquis
Email Direct
Partner and Chief Investment Officer
United States , Massachusetts , Waltham

MD
Mark Delory
Email Direct
Client Reporting Associate
United States , Massachusetts , Waltham

DS
Dhwani Shah
Email Direct
Investment Analyst
United States , Massachusetts , Waltham

TM
Thomas Mumford
Email Direct
Client Services Analyst
United States , Massachusetts , Waltham

CS
Carol Stateham
Email Direct
Administrative Associate
United States , Massachusetts , Waltham

Former Employees at Windrose Advisors

Explore people who held key positions, contributed to Windrose Advisors's success, and advanced their careers.

Matthew Banks

Associate Manager, Inv... at WTW

Worked as Investment Team Intern

at Windrose Advisors (2022-2022)

Direct

Amanda Kane

Director, Private Equi... at Prime Buchholz

Worked as Director

at Windrose Advisors (2023-2026)

Direct

Asad Azim

Associate at Monument Group

Worked as Co-op Investment Analyst

at Windrose Advisors (2022-2023)

Direct

Mask Content

Associate Director at TwinFocus

Worked as Client Service

at Windrose Advisors (2022-2024)

Direct

Mask Content

Incoming Investment Ba... at Raymond James

Worked as Investment Analyst

at Windrose Advisors (2024-2024)

Direct

Mask Content

Private Equity Partner at Nepc

Worked as Director At Windrose Advisors

at Windrose Advisors (2019-2021)

Direct

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Frequently Asked Questions Regarding Windrose Advisors Employees

How many employees does Windrose Advisors have?

Windrose Advisors has 11-50 employees

Who is the CEO of Windrose Advisors?

Windrose Advisors’s CEO is William Heitin

Who are Windrose Advisors key employees?

Some of Windrose Advisors key employees are Kenneth Polay, Christopher Akelman

Where is Windrose Advisors located?

Windrose Advisors’s headquarters are located at 800 South St Ste 600, Waltham, Massachusetts, 02453, United States

How do I contact Windrose Advisors?

Windrose Advisors Contact Info: Phone number: (617) 421-1750 Website: www.windroseadvisor.com

What does Windrose Advisors do?

Windrose Advisors is an independent boutique wealth management firm that specializes in providing sophisticated, customized investment advice to ultra-high-net-worth families, endowments, and foundations. Founded in 2009 by three ultra-high-net-worth families and experienced institutional investment professionals, the firm manages approximately $4... Read More

Is Windrose Advisors a public company?

Windrose Advisors is private company therefore does not currently have an official ticker symbol

See more information about Windrose Advisors Employees