Bill is President & Chief Executive Officer of Windrose Advisors. He also chairs the Windrose Investment Committee and was the firm’s first Chief Investment Officer. Bill’s responsibilities include overseeing all management and strategy of Windrose as well as spending significant time working directly with clients. From an investment standpoint, Bill focuses on private portfolio investments including real estate.
Previously, he was founder, Chief Investment and Chief Financial Officer for Garnet Street Partners (GSP), a private family investment office. At GSP, he built the investment and family office infrastructure, making all investment related decisions.
Prior to GSP, Bill served as a Managing Director at the Massachusetts Institute of Technology Investment Management Company (MITIMCo), currently the sixth largest endowment in the world. As one of five Managing Directors he served on MITIMCo’s Internal Investment Committee, which evaluated and voted on all investments prior to implementation. Bill also served as Secretary for the MITIMCo Board of Directors, where he managed all operational aspects of MITIMCo’s investments.
Bill began his career at PricewaterhouseCoopers, where he served as a Senior Manager in the firm’s Audit and Business Assurance practice. He holds a BS in Accounting from Fitchburg State University, an MBA in Finance from Suffolk University, and a certificate from the MIT Leader to Leader program.
Bill is a Certified Public Accountant in the Commonwealth of Massachusetts. He has been a guest lecturer at MIT. He serves on the advisory boards of Loft Partners, and Charles River Realty Investors. Bill serves as a member of the Board of Directors and Chair of the Investment Committee of JCC Greater Boston and a Trustee and Investment Committee member of Hebrew SeniorLife. Previously Bill served as a member of the Board of Directors of the Fitchburg State University Foundation and spent over 20 years serving his hometown as an elected official on the Town of Sharon Select Board.
Bill and his wife live in Sharon, Massachusetts and have two daughters.
Ken is Chief Operating Officer at Windrose Advisors, overseeing the client service and operations teams. Ken brings over 30 years of experience and has been with the firm since it’s founding. He is a member of the Windrose Advisors Investment Committee and is also responsible for managing some of the firms’ largest clients. Ken develops deep relationships with his families, often spanning two and three generations. Ken evaluates and integrates client finances, emphasizing estate planning, income tax planning, insurance counseling, major asset purchases, financing, and philanthropy. A particular focus is working with younger generations to establish their stewardship for their family legacies.
Prior to joining Windrose Advisors, Ken served as a Vice President at RINET Company, a wealth planning firm, and served as Team Leader of a wealth planning group. Prior to RINET, Ken founded and ran a family office for the two founding general partners of Summit Partners. Prior to that, Ken worked both at a boutique tax and financial advisory firm and at a regional accounting firm.
Ken earned his business degree in accounting from the University of Michigan in 1988. He is a Certified Public Accountant in the Commonwealth of Massachusetts and earned his Certified Financial Planner™ certification in 1997.
Ken lives in Hopkinton, MA and has two grown children. He has served on many executive boards for local government and youth sports organizations. Outside the office he has a passion for travel, discovering new restaurants, hiking and Wolverine football.
Gildas is the Chief Investment Officer at Windrose Advisors, bringing more than twenty years of experience to the investment process. Gildas oversees investment strategy, asset allocation and manager selection for the firm. He is a member of the Windrose Advisors Investment Committee.
Previously, Gildas served as the Deputy Chief Investment Officer at Partners HealthCare System, a Boston hospital group including leading academic medical centers affiliated with Harvard Medical School. Over the course of his tenure with the Investment Office, assets under management including operational, endowment and pension assets, grew from $3 billion to over $13 billion, and his prior responsibilities expanded from analyst to portfolio manager and director public markets. In his various roles, Gildas managed a money market portfolio of up to $1 billion, evaluated and selected managers across all asset classes, including public and private alternatives, and participated in the Investment Committee of Partners HealthCare. Prior to joining the Investment Office, Gildas worked across the system as an analyst with Treasury, Financial Planning and Partners HealthCare International.
Gildas earned his MBA from the D’Amore McKim School of Business at Northeastern University and his BA from NEOMA Business School in France. He was honored in 2014 with a “Rising Star” award by Investor Intelligence Network and has been a guest speaker at Boston College. He currently serves on the Investment Committee of the Longwood Collective, a non-profit organization dedicated to enhancing Boston’s Longwood Medical and Academic area.
Chris is the Chief Strategy Officer at Windrose Advisors, where he oversees business strategy, execution, and partnerships.
Prior to joining Windrose Advisors, Chris was a Partner at Growcore Investments, f/k/a Fireman Capital Partners (“FCP”), a growth focused private equity firm. He was responsible for sourcing, evaluating, and executing investment opportunities, and directing the fund’s portfolio companies.
Prior to joining FCP, Chris was an Associate at GB Merchant Partners, a distressed focused private equity firm. Chris began his career in finance at Lehman Brothers/Barclays Capital, working in the Global Consumer Investment Banking Division.
Chris has more than fifteen years of professional experience in finance. Throughout his career, he has sat on multiple corporate Boards of Directors — collaborating with companies to develop, establish, and manage business strategy while also overseeing execution to achieve key goals.
Chris received his BA in Economics from Brown University. Living in Boston, he enjoys spending time with his family, as well as cooking, golfing, and supporting Arsenal Football Club.
Celicia is Deputy Chief Investment Officer at Windrose Advisors, working closely with the investment team on asset allocation, manager selection, investment due diligence and research across asset classes.
Previously, Celicia served as a Director of Research at Balter Capital Management, an investment advisory firm primarily focused on hedge fund manager research, sourcing, and selection for family offices, high net worth individuals, and foundations. Celicia has extensive experience conducting investment manager research across a wide variety of strategies, geographies, and liquidity structures. Prior to joining Balter, Celicia was responsible for hedge fund analysis at SCS Financial, a Boston-based private wealth management firm and multi-family office with $6 billion in assets. At SCS, she was primarily dedicated to hedge fund research across all strategies and geographies. Celicia started her career as an analyst for Capital Management Advisors, a $2.5 billion, Geneva, Switzerland-based hedge fund advisory firm and fund of funds where she held responsibility for research and due diligence across a variety of strategies.
Celicia is a graduate of the Lemberg 5-Year BA/MA Program at Brandeis University, with a B.A. in Economics from Brandeis University, and an M.A. in International Economics and Finance from the Brandeis International Business School.
Celicia resides in Wellesley with her two children.
Maria is a Director at Windrose Advisors managing the firms’ operations and fund accounting. She works closely with the Chief Operating Officer and Chief Compliance Officer. Maria also collaborates with the client service team, and investment team.
Maria joined Windrose as an assistant Controller, then was promoted to Vice President and now continues her work as a Director. Prior to joining Windrose, Maria worked as an Assistant Controller at Solar Capital, Ltd., a publicly traded business development company in New York City. There, Maria worked directly with the CFO and Controller on all accounting processes across multiple funds at combined value of three billion. Previously, Maria worked as an Associate at FLSV Fund Administration Services, LLP a boutique fund administration firm specializing in all aspects of fund accounting for Private Equity, Venture Capital and Real Estate Funds.
Maria graduated summa cum laude from Berkeley College, majoring in Accounting. She resides in Natick, and spends the days chasing after her two children, and enjoys occasional travel with her family.
Amanda is a Director at Windrose Advisors, working closely with the investment team on asset allocation, manager selection, investment due diligence and research across asset classes, with a focus on private investments. She also works closely with clients on designing and implementing investment portfolios.
Prior to re-joining Windrose Advisors, Amanda worked as a Senior Research Analyst at NEPC, with a focus on private equity manager due diligence. Prior to NEPC, Amanda worked as an Associate on the investment team at Windrose Advisors, serving as a generalist across asset classes. Prior to initially joining Windrose, Amanda started her career at STEER Partners, a boutique strategy consulting firm specializing in transaction advisory and strategic planning.
Amanda graduated summa cum laude from Merrimack College, majoring in both Economics and Spanish. Amanda is also a Chartered Alternative Investment Analyst.
Paul Mutch is a Senior Wealth Strategist at Windrose Advisors with over 20 years of experience providing integrated and comprehensive tax, fiduciary, and wealth planning services and advice to high-net-worth individuals, families, corporate executives, and closely held business owners.
Prior to joining Windrose Advisors in 2022, Paul was with the Private Wealth Management Group at First Republic Bank, the Wealth Advisory Services Group at Wilmington Trust, the Wealth Management Group at Vitale, Caturano & Company, and the Personal Financial Services Group at Ernst & Young, LLP. He has conducted numerous seminars and has lectured at CPA continuing professional education courses on a variety of tax and wealth planning topics.
Paul earned a Masters of Laws in Taxation from Boston University, a Juris Doctor degree from the New England School of Law, and a bachelor’s degree in Business Administration, with a concentration in Accounting and a minor in Economics, from Salem State College. He is a member of the Massachusetts Bar Association and the Boston Estate Planning Council and holds the designations of Accredited Estate Planner (AEP®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®).
Paul served six years on active duty in the United States Marine Corps and retired with 30 years of service from the Marine Corps Reserve as a Sergeant Major. He is a member of the Board of Trustees for the USS Constitution Museum and serves on the Belmont Veterans Memorial Committee and the Board for Belmont Youth Baseball.
Paul and his wife Jessica and their three children reside in Belmont, Massachusetts.
Paul serves as the Controller and Chief Compliance Officer. He is also the head of Information Technology for the firm. Paul combines sixteen years of family office experience with twelve years of audit and tax experience to support the Windrose Team and the needs of our clients. Previously, Paul served as Controller for a private family investment office in Boston. He began his career at Gray, Gray & Gray CPAs in their Boston office; he left as Supervisor in the firm’s audit and tax practice.
Paul holds a BS in Accounting from Northeastern University and is a Certified Public Accountant in the Commonwealth of Massachusetts.
Paul lives in Sharon, Massachusetts with his wife and their two sons.
Jennifer advises the firm and works closely with the investment team in matters related to private investments, including both Private Equity and Real Estate. She brings over fifteen years of experience to the private fund investment and portfolio management process.
Most recently, Jennifer served as the Director of Private Markets at Partners HealthCare System, a Boston hospital group including leading academic medical centers affiliated with Harvard University. Over the course of her tenure with the Investment Office, Jennifer was involved in making over 100 private fund investments on behalf of Partners HealthCare System’s endowment and pension fund.
Jennifer started her career in private equity working for an investment division of BankBoston, which was re-named Fleet Development Ventures, where she invested in private equity funds as well as directly in private companies.
Jennifer holds a BA from Barnard College, Columbia University and an MBA from Boston University.
Reilly is an Investment Analyst at Windrose Advisors working with the Investment Team to support asset allocation, manager selection, investment due diligence, and asset class research.
Previously, Reilly worked at Cambridge Associates as a Global Portfolio Services Analyst where he was responsible for performance reporting, transaction risk monitoring, client service, treasury reconciliation, and supporting various internal committees. Prior to CA, he worked at the University of Idaho Foundation in which his responsibilities included fund accounting, implementing a new investment performance reporting system, and liquidity management for the endowment’s private investments.
Reilly earned a Master of Finance in Alternative Investments from the University of Massachusetts Amherst as well as BS in both Finance & Economics from the University of Idaho. In his free time Reilly enjoys backpacking, skiing, running, and traveling. He currently resides in Somerville, MA.
Mark joins Windrose Advisors as member of the Client Service and Operations team. Mark will focus on fund/client performance reporting & analysis, cash management, and additional tasks related to overall client administration. He will work closely with our Client Service & Investment departments as well as with our third-party vendors, custodians, and investment managers regarding valuations and other investment information. Additionally, Mark will support the team during the year-end audit and tax documentation process.
Mark attended Northeastern University and graduated with a Bachelor of Science in Business Administration with a concentration in Finance and a minor in Entrepreneurial Startups. In his spare time, Mark enjoys golfing, skiing, and spending time with friends & family, including his two dogs.
Tom assists the Windrose Client Service team in providing day-to-day support, portfolio administration, reporting and investment execution to our clients.
Prior to joining Windrose, Tom worked in the ETF Client Service team at Brown Brothers Harriman as a supervisor, where the team assisted institutional clients by performing fund accounting, custody, and client service tasks including ETF basket creation. Previously, he spent 6 years at State Street in the Global Services division doing mutual fund accounting for several leading institutional clients.
Tom graduated with a B.S. in Business Management from Providence College. In his free time, he enjoys traveling, golfing, and snowboarding.
Kati works on the Client Service team at Windrose Advisors, providing day-to-day support for each client, aiming to help each client achieve their long-term goals. She works closely with the client advisory team, operations team and investment team to deliver reports, monitor portfolio allocations, and implement investment recommendations.
Previously, Kati worked as a Senior Client Advisor at SCS Financial, a boutique family office and wealth management firm, for 4+ years. At SCS, she prepared meeting presentations and reports, helped monitor and maintain client portfolios, and ran complex scenario cash flow analysis. She additionally performed ad hoc day to day client requests to assist with family or individual estate planning. Prior to SCS, Kati interned at General Electric for their Financial Management Program. She worked on the Power & Water HQ Income Statement Team in Schenectady, NY and the Oil & Gas Subsea Offshore Team in Houston, TX.
Kati graduated Cum Laude from College of the Holy Cross with a B.A. in Economics and concentration in Political Science, and as a captain on the Ice Hockey team. She is currently working on getting her CFP through Boston University.
Kati lives in Boston, MA and in her free time she enjoys hiking, cooking, and spending time with family & friends.
Adam is a Vice President at Windrose Advisors, working closely with the investment team on asset allocation, manager selection, investment due diligence and research across all asset classes. He also works closely with clients on designing and implementing investment portfolios.
Prior to joining Windrose Advisors, Adam worked as a investment associate at the Amherst College Investment Office, assisting with manager due diligence, portfolio analysis, and market research for the Office's $3B in AUM. In this role, he worked as a generalist covering their diversified global portfolio.
Adam graduated with a BBA in Finance from the University of Massachusetts Amherst. In his free time, Adam enjoys traveling, endurance sports, and volunteering.
Molly assists the Client Service team at Windrose Advisors in providing day-to-day client support, while working closely with the client advisory team, operations team, and investment team to provide portfolio administration, reporting and investment execution to our clients.
Prior to joining Windrose, Molly worked as an Investor Relations and Accounting Manager for a boutique private equity firm where she was responsible for investor relations, accounts payables and receivables, reporting and marketing.
Molly graduated with a BS in Business Administration with a concentration in Hospitality Management from the University of Massachusetts Amherst. In her free time, she enjoys spending time with family in her hometown on Cape Cod. Molly currently lives in Sudbury, Massachusetts with her husband and their son.
Charles joins the Operations team as a Fund Accountant where he will focus on performance reporting & analysis and cash management. Additionally, Charles will support the team during year-end audits and tax documentation process.
Prior to joining Windrose, Charles worked as an Investor Service Representative at SS&C Technologies in Boston, MA. During his time at SS&C, Charles assisted the Alternative Investments department with client onboarding, tracking & reporting capital activities, and general account maintenance.
Charles attended the University of New Hampshire and graduated with a Bachelor of Science in Business Administration with a focus in Finance and a minor in Economics. Charles currently lives in Boston, MA and enjoys golfing, skiing, going to the beach, and spending time with friends and family.
TJ assists the Windrose Client Service Team with opening new accounts, preparing client reports and money movements.
Prior to joining the Windrose team, TJ worked at COGENCY GLOBAL, INC. in Charlotte, NC and Boston, MA, as a Client Service Specialist, where he supported the onboarding of new clients, reconciled and maintained client financial records, reviewed data to ensure proper procedures were being followed, filed annual reports for his clients, supported the preparation and coordination of the audit process, and resolved financial discrepancies.
TJ graduated with a Bachelor’s degree from the University of Vermont. He is new to Lowell, MA, where he lives with his wife and two cats. In his free time, he enjoys golfing, soccer, hiking and spending time with family and friends.
Joergen joins Windrose Advisors as an Investment Analyst on the Investment Team. At Windrose Advisors, Joergen will work with closely with the Investment Team on daily activities and larger projects in relation to portfolio construction, manager selection, investment research and analysis, and portfolio reporting.
Joergen graduated from Northeastern University in the Spring of 2024 with an undergraduate degree in Finance and Data Science. Previously, Joergen has experience at CBRE and Wellington Management working with Business Development and Risk Analysis. In his free time, Joergen enjoys playing soccer, golf, padel tennis, and spending time with friends and family.
Lee assists the Windrose Client Service team in providing day-to-day support, portfolio administration, reporting and investment execution to our clients.
Prior to joining Windrose, Lee worked on the Client Service team at Kaplan Financial Services as a Client Service Officer, where he assisted high net worth clients by preparing portfolio allocation and investment return information, cash flow analysis, and assisting with daily operations. Previously, he spent 3 years at Charles Schwab working for Windhaven Investments and Thomas Partners Investments, assisting the Relationship Management team with their legacy client relationships.
Lee graduated with a B.S. in Business Administration from Boston University. In his free time, he enjoys traveling, community service, watching and playing basketball, and spending time with his family.
Dhwani is an Investment Analyst at Windrose Advisors, working closely with the Investment Team on portfolio construction, manager selection, investment due diligence and research across all asset classes. She also works closely with clients on designing and implementing investment portfolios.
Prior to joining Windrose Advisors, Dhwani worked as an Investment Analyst at Pension Reserves Investment Management on the Hedge Funds Team where she was responsible for performance reporting, analytics for equity portfolio risk reports, identifying risk exposures and alternative beta analysis for potential managers. She was also working at TCS before joining PRIM, where she was working closely with clients.
Dhwani earned a MS in Finance with a focus on Asset Management from Brandeis University, as well as Bachelor of Engineering in Computer Science from PICT, India. In her free time Dhwani loves to play badminton, travel, explore new places, and cook.
Carol joins the Windrose Advisors team as an Administrative Assistant & Office Manager, supporting the Partners and office on day-to-day operations and office management.
Prior to joining Windrose, Carol was an Office Manager at a boutique law firm in downtown Boston where she was responsible for maintaining attorney schedules, correspondence with courts, new and current contacts, and personal projects. Before graduating with a BA in Psychology from Southern New Hampshire University, Carol was the Residence Director of an adult group home where she coordinated the schedules of all residents and staff, collaborated with doctors, clinicians, and therapists, and maintained the quality-of-life opportunities for the residents. Carol also has several years of event planning experience along with a two-year degree from Lasell University, where she interned with non-profit organizations like the Boston Ballet and Think Peace.
Outside of work Carol enjoys traveling with her wife & family, being outdoors with her dog, and reading. She currently resides in Dudley, Massachusetts.
Dennen joins Windrose Advisors as an intern from Northeastern on the Client Services and Operations team. At Windrose, Dennen will focus on client performance reporting and cash management, client administration, and investment execution. He will also support the team with any audit and tax related documentation.
Dennen is a third-year student at Northeastern University working towards a degree in Business Administration with a concentration in Finance. Prior to joining Windrose, Dennen worked at Tidal Financial Group where he was responsible for coordinating with clients to help guide them through the ETF launch process. With his free time Dennen enjoys playing basketball, watching sports, and being on the ocean.
Marty Kelly joined Children’s Hospital Boston as Director of Investments in February 2015. He serves as a senior member of the investment office overseeing the investment assets of the endowment and pension plan.
Prior to joining Children’s Hospital Boston, Mr. Kelly was a senior member of the NYU Investment Office. At NYU, he was responsible for managing a globally diverse $3.5 billion endowment portfolio invested across a broad cross section of traditional and alternative assert classes. Mr. Kelly also contributes to the development of portfolio strategy and leads research and analysis on a variety of topics.
He joined NYU after serving as Deputy CIO and Managing Director at Constituent Capital Management, a start-up outsourced CIO firm based in Boston.
Mr. Kelly spent most of his career at MIT, where until 2012 he was a Managing Director at the MIT Investment Management Company. At MIT, he led a team responsible for the, evaluation, and selection of investment managers in the long-only marketable security and hedge fund arenas in the United States and around the world. He also concentrated on strategic asset allocation and portfolio strategy.
Mr. Kelly earned his BSBA with highest honors, from Northeastern University. He is a Chartered Financial Analyst and is a member of the Boston Security Analysts Society and the CFA Institute.
In May 2010, Mr. Rotner joined Children’s Hospital Boston as its first Chief Investment Officer and established the organization’s investment office. He is responsible for overseeing the investment assets of the endowment and pension plan.
Prior to joining Children’s Hospital Boston, Mr. Rotner was a Managing Director in the Massachusetts Institute of Technology Investment Management Company (MITIMCO). MITIMCO is responsible for the management of MIT’s investment assets. He was primarily responsible for evaluating and investing in private equity opportunities globally as well as for Asian public equity manager relationships for the MIT Endowment and the MIT Retirement Plan. These responsibilities included representing MIT’s interests on numerous advisory/valuation boards.
Mr. Rotner was also President of the MIT Private Equity Fund. The MIT Private Equity Fund invested alongside the MIT private equity program in new relationships.
Prior to joining MIT in 1992, Mr. Rotner was previously employed as a Vice President in Bank of Boston’s Corporate Finance Department and as a Lending Officer with Bank of Tokyo Trust Company.
Mr. Rotner received a BA in Economics and Asian Studies from Amherst College and a MBA from the University of Chicago.
John is Chief Investment Officer at Boston College. His primary responsibilities include the oversight and administration of the University’s $2.2 billion endowment, working capital and other invested funds, debt management, treasury operations, insurance and risk management.
Mr. Zona is Chair of the Board of Trustees of the Massachusetts School of Professional Psychology. He is a member of the investment committee of the New England Province of the Society of Jesus, the finance and investment committees of the Atlantic Coast Conference (ACC), National Collegiate Athletic Association as well as other investment and risk management advisory boards.
Mr. Zona holds a Ph.D. in higher education from the Lynch Graduate School of Education at Boston College where he teaches a graduate level course in financial management. His doctoral dissertation entitled Competitive Strategy: Understanding Investment Decision-Making in Higher Education was completed in 2005. He is a CFA charterholder and licensed CPA in the state of Massachusetts.