Bill is the firm’s President and Founding Partner. He also leads the Windrose Investment Committee and 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 serves as a member of the Board of Directors and Finance Committee for 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 home town as an elected official to the Town of Sharon Select Board.
Bill and his wife live with their two daughters in Sharon, Massachusetts.
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.
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.
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.
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 resides in Wellesley with her two children.
Prior to joining Windrose, Rumana worked as a Senior Client Service Associate at Brown Brothers Harriman, assisting institutional clients with corporate actions, trade settlement and other custodial services. Previously, she was a Fund Accountant Co-op at MFS Investment Management where she was involved with securities position reconciliation, monitoring asset movement, contractual expense accruals and security lending activities. In addition, Rumana has also worked at several client facing roles at Bank of America, First National Bank of Ipswich and Reading Cooperative Bank.
Rumana earned her MBA (Finance) and BSBA (Finance) from UMass Lowell. She currently resides in Saugus with her husband and three 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.
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.
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.
Chris supports the Client Service team at Windrose Advisors by working closely with the Advisory team, Ops group and Investment team to assist with Client Relations, Asset Allocation, and Reporting.
Prior to joining Windrose, Chris worked as a Senior Associate at SCS Financial, a boutique RIA firm for 2 years. At SCS, he supported Advisors in managing cash flows to meet liquidity needs, worked with the Private Investments team to facilitate client allocation to private funds, along with account maintenance and onboarding items for new clients. Prior to SCS, Chris worked as a Senior Analyst with Brown Brothers Harriman’s Investor Services Division for 4 years.
Chris graduated with a B.A. in Economics and B.A. in International Affairs from Gettysburg College in Pennsylvania. In his free time, he enjoys golfing, cooking, home improvement projects and hiking with his girlfriend and their dog.
Carol joins the Windrose Advisors team as an Administrative Assistant, 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.
Outside of work Carol enjoys traveling with her fiancé & family, being outdoors with her dog, and reading. She currently resides in East Boston, Massachusetts.
Casey joins Windrose Advisors as an Intern on the Client Services and Operations team. At Windrose Advisors, Casey will focus on client performance reporting and cash management, client administration, and investment execution. He will also support the team during the year-end audit and tax documentation process.
Casey is a fourth year at Northeastern University pursuing a degree in Accounting and Finance. Prior to joining Windrose, Casey worked as a Tax intern for PriceWaterhouseCooper in their Asset and Wealth Management division. In his free time, Casey enjoys playing hockey, golfing, and surfing.
Preston joins Windrose Advisors as an Intern on the Investment Team. At Windrose Advisors, Preston 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.
Preston is a third-year at Northeastern University pursuing a degree in Finance and Fintech. Previously, Preston has worked at Putnam Investments as a Procurement and Market Data Analyst co-op for their Boston team. In his free time, Preston enjoys playing soccer, skiing, and spending time with friends & family, including his two dogs.
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.
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