Windrose Advisors Information

View Top Employees from Windrose Advisors

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

Website	http://windroseadvisor.com/
Revenue	$7 million
Employees	26 (20 on RocketReach)
Founded	2009
Address	800 South Street Suite 600, Waltham, Massachusetts 02453, US
Phone	+1 617-421-1750
Technologies	JavaScript , HTML , PHP +15 more (view full list)
Industry	Financial Services, Finance General, Finance
Web Rank	15 Million
Keywords	Wealth Management, Investment Strategies, Investment Advice, Financial Planning, Portfolio Management, Wealth Preservation, Boutique Firm, Sophisticated Investing, Family Office, Long-Term Investing, Endowment Management, Tax Optimization, Foundation Management, Risk Management, Estate Planning, Asset Allocation, Retirement Planning, Financial Consulting
Competitors	Deloitte, PwC, KPMG In Pakistan, McKinsey & Company, Boston Consulting Group (BCG), Bain & Company, Mercer, Alight Solutions, Aon, WTW +43 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies

Windrose Advisors Questions

What is the annual revenue of Windrose Advisors?

The Windrose Advisors annual revenue was $7 million in 2026.

Who is the President of Windrose Advisors?

Christopher Akelman is the President of Windrose Advisors.

How many people are employed at Windrose Advisors?

20 people are employed at Windrose Advisors.

Where is Windrose Advisors based?

Windrose Advisors is based in Waltham, Massachusetts.

What is the NAICS code for Windrose Advisors?

The NAICS codes for Windrose Advisors are [52, 52393, 523, 5239].

What is the SIC code for Windrose Advisors?

The SIC codes for Windrose Advisors are [628, 62].

Top Windrose Advisors Employees

Christopher Akelman

President at Windrose Advisors

Waltham, MA, US
3
- gmail.com
- growcoreinvest.com
- windroseadvisor.com
3
- +1 401-487-XXXX
- +1 508-228-XXXX
- +1 401-245-XXXX
Adam Ladd

Vice President at Windrose Advisors

Boston, MA, US
3
- windroseadvisor.com
- verizon.net
- att.net
4
- +1 978-475-XXXX
- +1 857-241-XXXX
- +1 978-806-XXXX
- +1 315-652-XXXX
Reilly Dahlquist

Vice President at Windrose Advisors

Boston, MA, US
2
- windroseadvisor.com
- gmail.com
Gildas Quinquis

Partner, Chief Investment Officer at Windrose Advisors

Waltham, MA, US
2
- yahoo.com
- windroseadvisor.com
5
- +1 978-998-XXXX
- +1 857-241-XXXX
- +1 978-927-XXXX
- +1 617-726-XXXX
- +1 857-241-XXXX
Kenneth Polay

Partner and Chief Operating Officer at Windrose Advisors

Waltham, MA, US
3
- windroseadvisor.com
- yahoo.com
- gmail.com
5+
- +1 617-838-XXXX
- +1 516-378-XXXX
- +1 508-498-XXXX
- +1 734-996-XXXX
- +1 516-797-XXXX
- +1 617-782-XXXX
Tom Ducey

Vice President at Windrose Advisors

Boston, MA, US
2
- yahoo.com
- windroseadvisor.com
5+
- +1 774-277-XXXX
- +1 207-518-XXXX
- +1 401-949-XXXX
- +1 508-875-XXXX
- +1 617-421-XXXX
- +1 607-254-XXXX
Paul Pomerantz

Director at Windrose Advisors

Boston, MA, US
2
- windroseadvisor.com
- gmail.com
4
- +1 617-421-XXXX
- +1 631-477-XXXX
- +1 781-784-XXXX
- +1 813-624-XXXX
Maria Josayova

Director at Windrose Advisors

Boston, MA, US
3
- hotmail.com
- gmail.com
- windroseadvisor.com
4
- +1 973-772-XXXX
- +1 212-993-XXXX
- +1 551-206-XXXX
- +1 857-241-XXXX
Celicia Chaung

Deputy Chief Investment Officer at Windrose Advisors

Boston, MA, US
2
- gmail.com
- windroseadvisor.com
2
- +1 781-964-XXXX
- +1 617-939-XXXX