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Why Winthrop
- - - Our Story
      At Winthrop, we help our clients live life in the moment while boldly exploring and imagining possibilities for their future. Our approach enables us to explore every aspect of your life so that we can design a big-picture plan and investment solutions that balance practicality with opportunity.
      
      Team
      At Winthrop, we help our clients live life in the moment while boldly exploring and imagining possibilities for their future. Our approach enables us to explore every aspect of your life so that we can design a big-picture plan and investment solutions that balance practicality with opportunity.
      
      Approach
      At Winthrop, we help our clients live life in the moment while boldly exploring and imagining possibilities for their future. Our approach enables us to explore every aspect of your life so that we can design a big-picture plan and investment solutions that balance practicality with opportunity.
      
      Community Engagement
      
      Careers
For Individuals + Families
- - - Private Wealth Management
      Whoever you are, and wherever you are on your journey, our multi-generational team has all the tools and experience to help you pursue your financial goals—and live your life to the fullest.
      
      Winthrop Integrated Experience
      Whoever you are, and wherever you are on your journey, our multi-generational team has all the tools and experience to help you pursue your financial goals—and live your life to the fullest.
      
      Financial Planning
      Whoever you are, and wherever you are on your journey, our multi-generational team has all the tools and experience to help you pursue your financial goals—and live your life to the fullest.
      
      Investment Management
      Whoever you are, and wherever you are on your journey, our multi-generational team has all the tools and experience to help you pursue your financial goals—and live your life to the fullest.
      
      Tax Planning
      Whoever you are, and wherever you are on your journey, our multi-generational team has all the tools and experience to help you pursue your financial goals—and live your life to the fullest.
      
      Insurance Planning
      Whoever you are, and wherever you are on your journey, our multi-generational team has all the tools and experience to help you pursue your financial goals—and live your life to the fullest.
      
      Legacy and Estate Planning
      Whoever you are, and wherever you are on your journey, our multi-generational team has all the tools and experience to help you pursue your financial goals—and live your life to the fullest.
      
      Family Foundation Planning
      Whoever you are, and wherever you are on your journey, our multi-generational team has all the tools and experience to help you pursue your financial goals—and live your life to the fullest.
For Businesses
- - - Business Planning
      From fast-growing startups and closely held family businesses to multi-generational enterprises, we will help empower you to operate more efficiently day-to-day, while laying a foundation for navigating the future.
      
      Corporate Portfolio Management
      From fast-growing startups and closely held family businesses to multi-generational enterprises, we will help empower you to operate more efficiently day-to-day, while laying a foundation for navigating the future.
      
      Business Tax Planning
      From fast-growing startups and closely held family businesses to multi-generational enterprises, we will help empower you to operate more efficiently day-to-day, while laying a foundation for navigating the future.
      
      Business Insurance Planning
      From fast-growing startups and closely held family businesses to multi-generational enterprises, we will help empower you to operate more efficiently day-to-day, while laying a foundation for navigating the future.
      
      Succession Planning
      From fast-growing startups and closely held family businesses to multi-generational enterprises, we will help empower you to operate more efficiently day-to-day, while laying a foundation for navigating the future.
For Institutions
- - - Retirement Plan Options
      We work closely and collaboratively with our endowment and non-profit clients to provide investment programs and hands-on portfolio management services pursuing global opportunities while seeking to ensure alignment with key business objectives.
      
      Endowment Management
      We work closely and collaboratively with our endowment and non-profit clients to provide investment programs and hands-on portfolio management services pursuing global opportunities while seeking to ensure alignment with key business objectives.
Insights
We’re committed to seeking out and sharing the trends influencing markets and the outlooks that might inform our investment approach. In an industry like ours, being open to multiple viewpoints and fresh perspectives is a critical part of how we add value, and help our clients imagine all the possibilities.
- - - Commentary
      We’re committed to seeking out and sharing the trends influencing markets and the outlooks that might inform our investment approach. In an industry like ours, being open to multiple viewpoints and fresh perspectives is a critical part of how we add value, and help our clients imagine all the possibilities.
      
      Press and Accolades
      We’re committed to seeking out and sharing the trends influencing markets and the outlooks that might inform our investment approach. In an industry like ours, being open to multiple viewpoints and fresh perspectives is a critical part of how we add value, and help our clients imagine all the possibilities.
      
      Videos
      We’re committed to seeking out and sharing the trends influencing markets and the outlooks that might inform our investment approach. In an industry like ours, being open to multiple viewpoints and fresh perspectives is a critical part of how we add value, and help our clients imagine all the possibilities.
Learn
- - - Glossary
      In the world of finance, things change fast and there’s always more to learn. We’ve created a series of tools that will help you stay educated and keep you informed about the things that matter most.
      
      Suggested Reading
      In the world of finance, things change fast and there’s always more to learn. We’ve created a series of tools that will help you stay educated and keep you informed about the things that matter most.

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Ask Winthrop

Ask Winthrop

Have a question? Talk to us.

The
Winthrop Team

Earl B. Winthrop, AIF®

President and Founding Partner, Wealth Advisor

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Mark S. Winthrop, PPC™

Mark S. Winthrop, PPC™

President and Founding Partner, Chief Investment Officer, Wealth Advisor

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Max G. Winthrop

Max G. Winthrop

Chief Executive Officer

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Lucas A. Winthrop

Lucas A. Winthrop

Chief Operating Officer / Wealth Advisor

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Sean M. Winthrop

Wealth Advisor

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Richard C. St. Onge, IACCP®, PPC™

Richard C. St. Onge, IACCP®, PPC™

Chief Compliance Officer, Wealth Advisor

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Michael Banchick

Michael Banchick

Chief Technology Officer

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Robert E. Zola, JD, CFP®

Robert E. Zola, JD, CFP®

CERTIFIED FINANCIAL PLANNER™, Senior Wealth Advisor

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Jonathan P. Hunter

Wealth Advisor

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Edward T. Burke, CFA

Edward T. Burke, CFA

Wealth Advisor

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Robert W. Abendroth, CFP®, ChFC®

Robert W. Abendroth, CFP®, ChFC®

Wealth Advisor

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Scott Cohen, LUTCF®, RICP®

Scott Cohen, LUTCF®, RICP®

Wealth Advisor

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We’re problem solvers.
Big-picture thinkers.
Changemakers.

Andrew J. Murphy, CFA

Andrew J. Murphy, CFA

Co-Chief Investment Officer

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Francesca M. Lanza

Francesca M. Lanza

Associate Portfolio Manager

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Matthew McGrath, CFA®

Portfolio Manager

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Joseph M. Anastasi

Joseph M. Anastasi

Investment Operations Analyst

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Kenneth J. Dean, CPA, CFP®, CFA®, MST

Kenneth J. Dean, CPA, CFP®, CFA®, MST

Senior Director, Financial Planning

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Daniel L. Castle, CLU®, ChFC®, CFP®

Daniel L. Castle, CLU®, ChFC®, CFP®

Director, Advanced Planning

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Alexandra B. Wohler

Alexandra B. Wohler

Associate Director, Client Communications and Marketing

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Richard Horvitz

Richard Horvitz

Financial Controller

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Orey Hess

Orey Hess

Director, Operations and Client Service

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Alan Slaughter

Alan Slaughter

Director, Operations and Client Service

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Tania Tagliavento

Tania Tagliavento

Associate Director, Client Service

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Samantha Hanna

Samantha Hanna

Senior Associate, Operations and Client Service

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Kellie E. O’Connor

Kellie E. O’Connor

Associate, Operations and Client Service

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Ali Balster

Ali Balster

Operations Associate

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Kelsey E. Dieudonne

Kelsey E. Dieudonne

Associate, Operations

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Patrick T. Ryan

Patrick T. Ryan

Operations Associate

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Taylor Nelson

Taylor Nelson

Operations Associate I

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Emma A. Buckley

Emma A. Buckley

Client Service Associate

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Cavan M. Lamontagne

Cavan M. Lamontagne

Client Service Associate

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Liam O’Toole

Client Service Associate

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A multigenerational team committed to helping clients pursue their dreams.

Our wealth of experience and diverse perspective means we approach each client’s financial goals with an eye on the big picture; ensuring that whatever your vision for a prosperous life, we’re seeking to help get you there.

Unified Wealth Management

Richard Boehm, CFP®

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Sheena Oberoi, CFP®

Sheena Oberoi, CFP®

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Keel Financial Partners

Aimée Lloyd CFP®, CFA®

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Bobby Reamer MBA, CFP®, CEPA®

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David Moretsky ChFC, CFP®

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Amber Moser CFP®

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David Mercer

Boston 321 Columbus Avenue, 3rd Floor Boston, MA 02116 Phone: 617-530-1010 Fax: 857-265-2382 info@winthropwealth.com

Westborough 1400 Computer Drive, Suite 105
Westborough, MA 01581 Phone: 508-836-5500 Fax: 508-366-6930 info@winthropwealth.com

CA Insurance Information:
Lucas A. Winthrop | Domicile: MA | 321 Columbus Avenue, 3rd Floor Boston, MA 02116 | CA Insurance #: 4056864
Daniel L. Castle, CLU, ChFC, CFP® | Domicile: MA | 321 Columbus Avenue, 3rd Floor Boston, MA 02116 | CA Insurance #405690

2026 Winthrop Wealth

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