Windrose Advisors is an independent boutique wealth management firm that delivers sophisticated, customized investment advice to a select group of families, foundations, and endowments. 

For more information or to contact us, please visit our website at: www.windroseadvisor.com

Windrose Advisors

Kenneth Polay

This department oversees strategic direction and high-level decision-making for the organization.

Executive Leadership

This department is responsible for guiding the organization and making strategic decisions.

Leadership Group

This department provides strategic guidance and expertise to support organizational decision-making and development.

Advisory Services

This department focuses on the preparation and delivery of reports to clients, ensuring accurate and timely information management.

Client Reporting

This department manages financial records and transactions related to investment funds.

Fund Accounting

This department manages and oversees the operational activities related to investment processes and strategies.

Windrose Advisors

Org chart

Teams

Executive Leadership

Leadership Group

Advisory Services

Client Reporting

Fund Accounting

Investment Operations

Offices

Windrose Advisors

Org chart

Teams

Executive Leadership

Leadership Group

Advisory Services

Client Reporting

Fund Accounting

Investment Operations

Offices

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