Mark Winthrop Email & Phone Number
President, Founding Partner, Wealth Advisor @ Winthrop Wealth
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Mark Winthrop Location
- Massachusetts, United States
Mark Winthrop Work
- 1986 - now President, Founding Partner, Wealth Advisor @
Mark Winthrop Education
- Ithaca College
Bachelor of Science (BS) (Accounting)
1976 - 1980
Mark Winthrop Skills
- Securities
- FINRA
- Alternative Investments
- Investments
- Asset Management
- Valuation
- Investment Strategies
- Investor Relations
- Asset Allocation
- Investment Advisory
- Mutual Funds
- Equity Research
- Asset Managment
- Business Strategy
- Portfolio Management
- Private Equity
- Financial Advisory
- Equities
- Mergers & Acquisitions
- Wealth Management
- Hedge Funds
- Series 7
- Start-ups
- Series 63
- Corporate Finance
- Financial Services
- Financial Modeling
- Strategic Financial Planning
- Due Diligence
- Start Ups
- Business Development
- Strategy
- Strategic Financial
- Research
- Mergers and Acquisitions
Mark Winthrop Summary
- Mark Winthrop, based in Massachusetts, United States, is currently a President, Founding Partner, Wealth Advisor at Winthrop Wealth. Mark Winthrop holds a 1976 - 1980 Bachelor of Science (BS) in Accounting @ Ithaca College. With a robust skill set that includes Securities, FINRA, Alternative Investments, Investments, Asset Management and more. Mark Winthrop has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Mark Winthrop
Mark Winthrop
President, Founding Partner, Wealth Advisor
Massachusetts, United States
Top Winthrop Wealth Employees
Andrew Murphy
Co-Chief Investment Officer
Boston, MA, US
Alan Slaughter
Director of Operations and Client Service
Brookline, MA, US
Mark Winthrop
President, Founding Partner, Wealth Advisor
Massachusetts, United States
Max Winthrop
Chief Executive Officer
Boston, MA, US
Robert Zola
Financial Planner and Wealth Advisor - New York
New York, NY, US
Francesca Lanza
Associate Portfolio Manager
Boston, MA, US
Kelsey Dieudonne
Operations Associate
Boston, MA, US
Jonathan Hunter
Wealth Advisor
Boston, MA, US
Patrick Ryan
Operations Associate II
Beverly, MA, US
Cavan Lamontagne
Client Service Associate
Boston, MA, US
Juliana Pasquarosa
Client Services Associate
Newton, MA, US
Joseph Anastasi
Operations Associate II
Needham, MA, US
Sean Winthrop
Client Services Associate
Denver, CO, US
David Moretsky
Affiliate Partner
Bellevue, WA, US
Kellie O'Connor
Operations Team Lead
Quincy, MA, US
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