John is a Founder, the Managing Partner and a member of the Investment Committee.
John joined Windrose from Goldman Sachs, where he was named a Managing Director in 2005. He ran Goldman’s wealth management efforts in New England and the Pacific Northwest, with assets exceeding $50 billion. He directly advised some of the firm’s most important individual and corporate relationships, including several “Forbes 400” family offices.
John began his career as a Private Wealth Advisor and founding member of the Goldman Sachs Seattle office. He built a six-person team, which managed $12 billion on behalf of forty individuals, families, charitable foundations and endowments.
John is a member of the New England Young Presidents’ Organization (YPO). Previously, he served on the Investment Committee of the Woods Hole Oceanographic Institute in Woods Hole, Massachusetts and on the boards of YPO, Junior Achievement, Rainier Scholars and The Nature Conservancy. He is also an advisor to CyGlass, a leading provider of network centric, dark threat detection solutions and cyber-attack defense. .
John earned an MBA from Harvard Business School and a BS in Oceanography from the U.S. Naval Academy. At the Naval Academy, he achieved Academic All-American Honors, Patriot League Scholar-Athlete of the Year and captained the Navy Basketball Team. Upon graduation from the Naval Academy, John served as a naval aviator, a surface warfare officer and an engineering officer.
John resides in Wayland, Massachusetts with his wife and two children.
Bill is the firm’s Founding Partner, Chief Financial & Chief Operating Officer and leads the Windrose Investment Committee. Bill was the firm’s first Chief Investment Officer. He currently manages all aspects of the firm’s investment and non-investment operations and 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), the fifth largest endowment in the world. At the time of his departure, assets under management exceeded $14 billion. 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 2X Partners, Aspect Ventures, Charles River Realty Investors and NextView Ventures. Bill is a member of the Board of Directors of the Fitchburg State University Foundation, a member of the Finance Committee for JCC Greater Boston and a Trustee and Investment Committee member of Hebrew SeniorLife. He is in his sixth term as an elected official to the Town of Sharon Board of Selectmen.
Bill and his wife live with their two daughters in Sharon, Massachusetts.
Amanda works closely with the COO and Client Service/Operations team to provide clients to provide high quality, comprehensive service.
Previously, Amanda worked as a Profit and Loss Analyst at Bracebridge Capital LLC, a fixed income arbitrage hedge fund with over $9.5 billion in AUM. As a P/L Analyst, she worked closely with the Operations team and Partners of the firm to report performance on multiple investment funds. Prior to the P/L role, Amanda worked in the Financial Reporting and Valuation group at Bracebridge preparing annual and quarterly financial statements and various other regulatory reports. Amanda started her career at Bracebridge as a Financial Reporting intern and joined the firm full-time as a Specialist upon graduation in 2009. Previous internships included Wellington Management LLP, where she worked in the Business Systems Project Group; as well as John Hancock Wealth Management where she was an Annuity Service Representative.
Amanda graduated from Northeastern University with a BS in Business Administration and concentrations in Finance/Insurance and Management.
Nick 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, including private equity, real estate and natural resources. He also works closely with clients on designing and implementing investment portfolios.
Prior to joining Windrose Advisors, Nick worked as a senior research analyst at Brighton House Associates, a capital introduction and alternative investment research firm. In this role, he worked closely with hedge funds and private equity funds.
Prior to Brighton House Associates, Nick worked at Ceres, where he worked with institutional investors and Fortune 500 businesses to address energy policy issues.
Nick received a BA in Political Science from Wheaton College and a MSc. in Comparative European Politics from Trinity College, Dublin. At Wheaton, Nick played on the varsity soccer team.
Nick reside in Roslindale, Massachusetts with his wife and two sons.
Ken evaluates and integrates client finances, emphasizing estate planning, income tax planning, insurance counseling and philanthropy. He has over twenty years of experience in the financial services industry; prior to joining Windrose Advisors he served as a Vice President at wealth planning firm RINET Company and served as Team Leader of a wealth planning group.
Previously, Ken founded and ran a family office for the two founding general partners of Summit Partners. He worked at Summit for five years. Prior to that, he worked both at a boutique tax and financial advisory firm and at a regional accounting firm.
Ken earned a BBA in accounting from the University of Michigan. He is a Certified Public Accountant in the Commonwealth of Massachusetts and earned his Certified Financial Planner™ certification in 1997.
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.
Gildas is the Chief Investment Officer at Windrose Advisors, bringing over seventeen 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 lecturer at Boston College. He currently serves on the Investment Committee of MASCO, a non-profit organization dedicated to enhancing Boston’s Longwood Medical and Academic area. Previously, Gildas sat on Advisory Boards for private funds of Davidson Kempner Capital Management and Strategic Value Partners.
Gildas and his wife reside in Beverly, Massachusetts with their two children.
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.
Celicia 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.
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. Over the course of her tenure at Balter, the firm grew from $250 million to $1.5 billion in assets. 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 and her husband reside in Wellesley, Massachusetts with their two children.
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.
At Windrose, Jimmy works closely with the investment team on asset allocation, portfolio monitoring, transition plans and other quantitative analysis. Jimmy is also involved in developing presentation materials for current and prospective clients.
Prior to joining Windrose, Jimmy worked as a relationship manager in the Swiss private bank, Julius Bär. He graduated from Boston College with a BA in economics and earned a master’s degree in management with a specialization in international business from IE Business School in Madrid, Spain. In his free time, Jimmy enjoys cooking, traveling, and playing soccer
Maria is a Vice President at Windrose Advisors working closely with the Controller & Chief Compliance Officer. Maria also collaborates with the client service team on a daily basis.
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. 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. In her free time, Maria enjoys photography, traveling and exploring the outdoors.
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.
Jen is a Vice President at Windrose working with the Client Service team to provide day-to-day support, portfolio administration, reporting, and investment execution to our clients.
Prior to joining Windrose, Jen worked at Paul-McCoy Family Office Services LLP for 10+ years. She worked within the multi-family office providing customized financial reporting, cash flow tracking, investment support & tax planning for ultra high net worth clients. She also provided support for insurance, payroll, bill pay & other services related to client needs.
Jen graduated from Babson College with a BS in Business Management.
Jen lives in Needham with her husband and daughter.
Jorge joins Windrose Advisors as member of the Client Service and Operations team. Jorge will focus on client performance reporting and cash management, as well as client administration. He will also help the team during the year-end audit and tax documentation process. Additionally, Jorge will support the Chief Compliance Officer on special projects.
Jorge attended Northeastern University and holds a Bachelor of Science in Business Administration degree, with a dual concentration in Finance and Entrepreneurship. In his spare time, Jorge enjoys cooking, playing soccer and any outdoor activities.
Ann Marie joins the Windrose Advisors team as Executive Assistant, supporting Managing Partners John Haase and Bill Heitin. Ann Marie also serves as the Office Manager and point person for companywide events, meeting planning, creation and distribution of marketing materials, and managing the company website.
Prior to Windrose, Ann Marie was an Executive Assistant at Equity Industrial Partners Corp, a commercial real estate and private equity firm in Needham, MA. For nine years, Ann Marie owned and operated a personal training studio in Newton, MA. Ann Marie graduated with a BS in Business and a concentration in Information Design & Corporate Communication from Bentley University where she was captain of the field hockey team and participated in two national championships. After graduating, she helped coach the team to the school’s first National Championship title.
Yihan joins Windrose as member of the Client Service and Operations Team. Yihan will focus on client performance reporting and cash management, as well as client administration. She will also help the team during the year-end audit and tax documentation process. In addition, Yihan will support the Chief Compliance Officer on special projects.
Yihan is currently a senior at Northeastern University pursuing a Bachelor of Science in Business Administration degree, with a dual concentration in Finance and Management. Prior to joining WA, Yihan worked with the Purchasing Team under the Enterprise Services department at Brown Brothers Harriman & Co. where she worked closely with internal clients and external vendors. Yihan also serves as a mentor for the Women in Finance Organization at Northeastern University. Outside of work, Yihan likes to dance and play musical instruments. She also models, and enjoys outdoor activities.
Peter recently retired from his post as Managing Director and the Chief Risk Officer of D.E. Shaw & Company. Previously, he was President, Chief Operating Officer, and Chief Financial Officer at AlphaSimplex Group, a investment management firm.
From 2000 to 2004, Mr. Bernard was the Chief Financial Officer at Risk Metrics Group, a New York-based company which specializes in risk management software and data. In 1994, he co-founded New Bond Trading, Inc., an investment management firm specializing in fixed-income arbitrage, and was president of the company until 2000.
Prior to that, Peter held various positions at J.P. Morgan & Co., where he worked for fifteen years. In 1987 and 1988, he advised the Presidential Task Force on Market Mechanisms (the “Brady Commission”) which investigated the causes of the October 1987 stock market crash.
Mr. Bernard received a B.A. in economics from Bowdoin College.
Morgan is the founder and Managing Partner of Union Park Capital, a lower-middle market private equity firm focusing on the Industrial Technology markets. Prior to Union Park, Morgan was a senior General Partner, and Executive Committee member at Battery Ventures where he had spent the preceding fifteen years, achieving strong returns in both venture and buyout strategies. His career realized returns to date stand at 3x gross capital invested, with a 2400% IRR.
Mr. Jones currently serves on the boards for Industrial Physics, Nova Instruments, and Nova Metrix. He has served on multiple boards throughout his career, including companies such as Qtera, Finisar and Optium Corp. Prior to Battery Ventures, Morgan was a Captain in the US Air Force. He earned an MS in Electrical Engineering from Stanford University, attending on a National Science Foundation fellowship, and a BS in Engineering Science from Harvard University where he attended on a US Air Force ROTC scholarship. He resides in Boston with his wife and three children.
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.