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Windhaven Investment Management, Inc. Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

Windhaven Investment Management, Inc. is a Boston-based SEC-registered investment advisory firm that serves high net worth individuals, trusts, retirement plans, foundations, and endowments. The firm aims to diversify client portfolios across global capital markets, incorporating exposure to gold, commodities, and real estate alongside traditional investments in U.S. and non-U.S. stocks and bonds, guided by its proprietary Global Strategies Model to inform decisions and manage risk. Its stated mission focuses on achieving attractive long-term returns while preserving capital across varying global macroeconomic and geopolitical conditions. The company operates within the investment management industry and, while based on the 33rd floor in Boston, Massachusetts, positions itself as a diversified asset manager with a specialized approach to portfolio construction. A notable historical note is that Windhaven was acquired by Charles Schwab in 2010, and has been recognized in industry coverage as an ETF-oriented asset manager.

Find Windhaven Investment Management, Inc. employees' phone numbers or email addresses

Windhaven Investment Management, Inc. Global Highlights

Location
Employees

North America
25

Minus sign iconPlus sign icon
  • United States Of America
    25

Windhaven Investment Management, Inc.'s Leadership

  • Managing Director at Windhaven Investment Management, Inc.
    S. S.
    Managing Director
    Mobile Phone
  • Marketing Director at Windhaven Investment Management, Inc.
    B. Y.
    Marketing Director
    Mobile Phone
  • Director Of Platform Technology at Windhaven Investment Management, Inc.
    C. S.
    Director Of Platform Technology
    Mobile Phone
  • Director at Windhaven Investment Management, Inc.
    K. L.
    Director
    Mobile Phone
  • Manager at Windhaven Investment Management, Inc.
    K. M.
    Manager
    Mobile Phone
  • Senior Manager, Risk Analytics And Modeling at Windhaven Investment Management, Inc.
    Z. S.
    Senior Manager, Risk Analytics And Modeling
    Mobile Phone
  • Senior Marketing Specialist at Windhaven Investment Management, Inc.
    C. H.
    Senior Marketing Specialist
    Mobile Phone
  • Ip Adjuster at Windhaven Investment Management, Inc.
    Y. U.
    Ip Adjuster
    Mobile Phone

Windhaven Investment Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Other
  • Consultant
  • Program & Project Management
  • Engineering

Contact profiles from Windhaven Investment Management, Inc.

Name
Title
Contact
Location
Last Update
  • Managing Director at Windhaven Investment Management, Inc.
    S. S.
    Managing Director
    Mobile Phone
    Oct 21, 2024
  • Marketing Director at Windhaven Investment Management, Inc.
    B. Y.
    Marketing Director
    Mobile Phone
    Oct 17, 2024
  • Director Of Platform Technology at Windhaven Investment Management, Inc.
    C. S.
    Director Of Platform Technology
    Mobile Phone
    Oct 18, 2024
  • Director at Windhaven Investment Management, Inc.
    K. L.
    Director
    Mobile Phone
    Oct 22, 2024
  • Manager at Windhaven Investment Management, Inc.
    K. M.
    Manager
    Mobile Phone
    Oct 21, 2024
  • Senior Manager, Risk Analytics And Modeling at Windhaven Investment Management, Inc.
    Z. S.
    Senior Manager, Risk Analytics And Modeling
    Mobile Phone
    May 23, 2026
  • Senior Marketing Specialist at Windhaven Investment Management, Inc.
    C. H.
    Senior Marketing Specialist
    Mobile Phone
    Oct 17, 2024
  • Ip Adjuster at Windhaven Investment Management, Inc.
    Y. U.
    Ip Adjuster
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Windhaven Investment Management, Inc. known for?

Minus sign iconPlus sign iconWindhaven Investment Management, Inc. was founded in 1994 and operates in the Investment Management industry. You can contact Windhaven Investment Management, Inc.'s main corporate office by phone at
+1-617-960-****
. Explore Windhaven Investment Management, Inc.'s company overview page for more information.

What is Windhaven Investment Management, Inc.'s most common email format?

Minus sign iconPlus sign iconWindhaven Investment Management, Inc. employees' email format typically follows the pattern of First.Last@windhaveninvestments.com. Trying to find reliable and up-to-date employee contact data? Find more Windhaven Investment Management, Inc. email formats with LeadIQ.

How many employees does Windhaven Investment Management, Inc. have currently?

Minus sign iconPlus sign iconWindhaven Investment Management, Inc. has approximately 8 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Windhaven Investment Management, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Windhaven Investment Management, Inc.'s key employees include:

  • Managing Director: S. S.
  • Marketing Director: B. Y.
  • Director Of Platform Technology: C. S.
  • Director: K. L.
  • Manager: K. M.

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