WINTHROP ADVISORY GROUP, LLC

WINTHROP ADVISORY GROUP, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 288178). Regulatory assets under management: $3.1B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (17)

NameRoleLocation
Ppc Richard St. OngeCHIEF COMPLIANCE OFFICER
Mark Steven WinthropMANAGING MEMBER (CLASS A AND B), ELECTED MANAGER
Earl Bryan WinthropMANAGING MEMBER (CLASS A), ELECTED MANAGER
Lucas Alexander WinthropCHIEF OPERATING OFFICER, ELECTED MANAGER; TRUSTEE
Max Gustav WinthropCHIEF EXECUTIVE OFFICER, ELECTED MANAGER; TRUSTEE
Michael G BanchickCHIEF TECHNOLOGY OFFICER
Andrew Joseph MurphyCO-CHIEF INVESTMENT OFFICER
Harvey Alan SlaughterDIRECTOR OF OPERATIONS AND CLIENT SERVICE, EXECUTIVE
MURPHY BRIAN JOSEPHCO-CHIEF INVESTMENT OFFICER
SLAUGHTER HARVEY ALANDIRECTOR OF OPERATIONS AND CLIENT SERVICE, EXECUTIVE
ST ONGE PPC RICHARD CHARLESCHIEF COMPLIANCE OFFICER
WINTHROP MARK STEVENMANAGING MEMBER; MANAGING MEMBER (CLASS A AND B), ELECTED MANAGER
WINTHROP AIF EARL BRYANMANAGING MEMBER; MANAGING MEMBER (CLASS A), ELECTED MANAGER
WINTHROP LUCAS ALEXANDERCHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, ELECTED MANAGER; TRUSTEE
WINTHROP MAX GUSTAVCHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER, ELECTED MANAGER; TRUSTEE
BANCHICK MICHAEL GCHIEF TECHNOLOGY OFFICER
Michael G. BanchickCHIEF TECHNOLOGY OFFICER

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