Windsor Office
Our Windsor Team
Rob Lowry, CFA
Senior Vice President, Investments
Sean McCaffrey, CFA
Senior Vice President, Investments
Michael Chase
Managing Director - Head of Endowments and Foundations
Christian Coleman
Managing Director, Enterprise Growth
Matthew Kaminski, CFA
Managing Director, Head of Manager Research
Kathryn Pizzi, CFA, ASA, MAAA
Managing Director, Head of Defined Benefit
Cindy Vitek
Client Service Associate
Gregory Adams, ChFC®
Managing Director
Scott Boulton, AIF®
Managing Director
Jeffery Capone
Managing Director
Richard Carey, CFA
Vice President
Daniel Duffy, AIF®
Associate Vice President
Cheyenne Francis
Senior Client Service Associate
Matthew Fratini
Senior Vice President
Ryan Gardner
Managing Director
Christopher Kachmar, CFA
Managing Director
Peter Nadeau, ARPC
Managing Director
Timothy Ng
Senior Vice President
Karen Paulson, CIMA®, PRP
Managing Director
Tyler Polk
Managing Director
Christopher Rowlins
Managing Director
Zhee Sarabia
Vice President
Paige Thompson
Vice President
Abbas Akbar
Advisor Associate
Gianluca Joseph Albert
Advisor Associate
Joseph Diogostine
Manager
Tracey Flynn
Senior Vice President
David Fontaine
Associate Vice President
Laura Gineo
Vice President
Lucas Hannegan
Associate Vice President
Austin Herzy
Manager
Andre Joyner
Advisor Associate
Mike Kopec
Senior Advisor Associate
Calla Loehr
Advisor Associate
Daniel Lojko
Associate Vice President
Katherine Marino
Senior Vice President
Jessica Ouellette
Manager
Evan Paretti, CFA
Manager
Felicia Robinson
Manager, Client Services - Institutional
Kelly A. Spencer
Senior Advisor Associate
Evan Walsh
Advisor Associate
Michael Goss
Chief Revenue Officer, President Wealthspire Institutional
Anthony Tranghese, CFA
Managing Director, Head of Institutional