Max Winthrop Email & Phone Number
Chief Executive Officer @ Winthrop Wealth
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Max Winthrop Location
- Boston, MA, US
Max Winthrop Work
- 2014 - now Chief Executive Officer @
- 2013 - 2014 Business Operations and Strategy @
- 2011 - 2013 Debt Finance and Private Placements @
- 2010 - 2010 Portfolio Management Intern @
- 2009 - 2009 Management Consultant Intern @
Max Winthrop Education
- Babson College
Bachelor Of Science (Economics, Finance)
2007 - 2011 - London School of Economics
(Business, Entrepreneurship)
2009 - 2009 - SDA Bocconi
Bachelor Of Science (Economics)
2009 - 2009
Max Winthrop Skills
- Management
- Business Strategy
- Finance
- Investments
- Entrepreneurship
- Group Insurance
- Strategic Planning
- Healthcare Industry
- Fixed Income
- Equities
- Capital IQ
- Bloomberg
- Valuation
- Microsoft Office
- Bloomberg Terminal
- Analysis
- Financial Analysis
- Corporate Finance
- Equity Research
- Insurance
- Communication
- Market Research
- Economics
Max Winthrop Summary
- Max Winthrop, based in Boston, MA, US, is currently a Chief Executive Officer at Winthrop Wealth. Max Winthrop brings experience from previous roles at Sun Life Financial, SLC Management, Boston-Partners and Navigant. Max Winthrop holds a 2007 - 2011 Bachelor Of Science in Economics, Finance @ Babson College. With a robust skill set that includes Management, Business Strategy, Finance, Investments, Entrepreneurship and more. Max Winthrop has 3 emails and 1 mobile phone numbers on RocketReach.
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Others Named Max Winthrop
Max Winthrop
Chief Executive Officer
Boston, MA, US
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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