WINTHROP PARTNERS - EPA, LLC of ORCHARD, NY is an SEC-registered investment adviser (CRD 282098). Regulatory assets under management: $82.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Thomas John Saunders | CO-MANAGING MEMBER & COO | — |
| Robert Brian Werner | CO-MANAGING MEMBER AND CIO | — |
| Kelly Melissa Christopher | CHIEF COMPLIANCE OFFICER | — |
| STAURING DEBORAH ANN | CHIEF COMPLIANCE OFFICER | — |
| BUBECK KYLE ROGER | CHIEF COMPLIANCE OFFICER | — |
| CASEY DANIEL FRANCIS | CHIEF COMPLIANCE OFFICER | — |
| SAUNDERS THOMAS JOHN | CO-MANAGING MEMBER & COO; MANAGING MEMBER | — |
| WERNER ROBERT BRIAN | CO-MANAGING MEMBER AND CIO | — |
| CHRISTOPHER KELLY MELISSA | CHIEF COMPLIANCE OFFICER | — |