John is the Managing Partner of Windrose Advisors and member of the Windrose 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 board member of the New England Young Presidents’ Organization and on the Investment Committee of the Woods Hole Oceanographic Institute in Woods Hole, Massachusetts. He is a former board member of Junior Achievement, Rainier Scholars and The Nature Conservancy.
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.
Jeff is a Director at Windrose Advisors. Based in Seattle, Jeff brings over 20 years of experience in family office management, private equity fund management and corporate development.
Jeff joined Windrose from Legacy Capital, a family office based in Bellevue, WA. Over the course of his tenure at Legacy Capital, Jeff oversaw the family’s investment portfolio and led real estate development projects.
Prior to Legacy Capital, Jeff was a principal in a private investment fund sponsored by the Stolworthy family office of Tempe, AZ, proceeded by a principal role in an investment fund sponsored by the Block family of Kansas City, MO. Previously, Jeff led a family office in New York, NY for a member of the Forbes 400. Jeff also worked in Tokyo and London with Corbis in corporate development roles. Jeff began his career at a Forbes 400 family office based in Bellevue, WA.
Jeff earned MBA degrees from Columbia University and London Business School, a Master’s degree in Technology from Pacific Lutheran University and a BA degree from the University of Puget Sound.
Jeff resides in Seattle with his wife and two daughters.
Wes is a Director at Windrose Advisors. Based in Seattle, Wes brings over 10 years of experience in financial services encompassing roles in both Institutional Global Markets and Private Client Wealth Management.
Wes joined Windrose from the Bank of America Merrill Lynch (BAML) Cross Asset Solutions and Strategies team. Over the course of his tenure at BAML, Wes led investor coverage for over 50 US Fortune 400 Family Offices and the 10 largest Canadian Pensions. In this role, he focused on cross sector and industry direct investments as well as structured financings. Previously, Wes served in the Global Wealth Management Division’s Managed Solutions Group, helping develop the Third Party Separately Managed Account, Mutual Fund, and ETF product platforms.
Prior to Bank of America Merrill Lynch, Wes served as an active duty paratrooper in the US Army 82nd Airborne Division.
Wes earned an MBA from the NYU Stern School of Business and a BS from the University of Arizona.
Wes resides in Mercer Island with his family.
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.
Haline joins the Windrose Advisors team as an Administrative Assistant, supporting the client service team as well the investment team with day to day operations and office management.
Prior to joining Windrose, Haline worked at a family owned bank in Massachusetts as a Customer Service Specialist. Haline is currently enrolled at Framingham State University studying to achieve her Bachelor’s degree in International Business with a concentration in Finance. Haline is actively involved in the non-profit organization “Hands that Rescue” that helps orphaned children in third world countries. She is bilingual, speaking both English and Portuguese.
Haline resides in Melrose, Massachusetts with her husband.
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.
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.
Maria joins Windrose as Assistant Controller, 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.
Mukesh joins Windrose Advisors as an Intern on the Client Service and Operations team. Mukesh 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, Mukesh will support the Chief Compliance Officer on special projects
Mukesh is currently a junior at Northeastern University pursing a combined degree in Mathematics and Business Administration, with a concentration in Finance. In his spare time, Mukesh is an analyst at Northeastern University’s Student Value Fund.
Jen joins the Windrose 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.
Nick works closely with the CIO and senior investment analysts on asset allocation, manager research and due diligence and the implementation of investment strategies for clients. He is also involved in performing data and scenario analysis and developing client marketing material.
Prior to joining Windrose Advisors, Nick worked as a senior research analyst at Brighton House Associates, an alternative investment research firm. In this role, he worked closely with hedge funds and private equity funds on capital introduction and marketing efforts. Prior to Brighton House Associates, Nick worked at Ceres, in the Policy Program, where he worked with institutional investors and Fortune 500 businesses to address climate change and energy policy issues. Nick started his career at FCNL, a lobby firm in Washington D.C., where he focused on energy policy.
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.
Greg joins the Windrose Client Service team as Investment Operations Associate. He assists the team in day-to-day support, portfolio administrations, reporting and investment execution for our clients.
Previously, Greg worked in the investment office of Partners HealthCare performing accounting, reporting and analytical functions in the administration of their $16 billion endowment and pension funds. Before that, he spent 6 years as a Performance and Risk Analyst for both client and internally managed assets at BNY Mellon, and later at State Street Global Advisors.
Greg graduated with a B.A. in Economics from S.U.N.Y Potsdam.
In his free time, Greg enjoys traveling with his wife, golfing, and fishing. He also enjoys supporting environmental and animal welfare organizations.
At Windrose, Amanda works closely with the CIO and senior investment analysts on asset allocation, manager research and the implementation of investment strategies for clients. Amanda is also involved in developing marketing material for current and prospective clients.
Prior to joining Windrose, Amanda worked as an Associate at STEER Partners, a boutique consulting firm, specializing in transaction advisory and strategic planning. There, Amanda worked on diligence and portfolio support engagements with private equity firms and growth assessments for middle market companies. Previously, Amanda worked as an Analyst Intern at Brook Venture Partners.
Amanda graduated summa cum laude from Merrimack College, majoring in both Economics and Spanish.
Stephan joins Windrose Advisors as an Associate on the Investment Team. Stephan works closely with the investment team on asset allocation, transition plans, quarterly manager updates, and other quantitative analysis.
Stephan graduated from Northeastern University with a BS in Business Administration and concentrations in Accounting and Entrepreneurship. During his tenure at Northeastern he spent time working at MFS Investment Management. Outside of school, Stephan's biggest passion is sports, particularly soccer, which he watches and plays regularly.
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.
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.