About Us
Strategizing the future of finance
Our approach is simple
We’re an independent consulting and recruiting firm specializing in transitioning top producing wealth managers and financial advisors from their current bank, wirehouse, broker-dealer, RIA or Custodian.
Our established relationships with the top firms in the world allow us to work directly with you and the client. We are your one-stop shop.
We strive to service our clients needs and will not stop until the perfect match is made. In any business, communication and relationship building is the key to success and we pride ourselves in making sure this is a priority.
If you are an advisor looking for your new home or an Independent Business Owner or Firm in search adding to your team, our consulting services will immediately get you the results you are looking for.
We recruit and consult for our clients nationwide. Our headquarters is located in Greater Boston.
Our Team
Taylor Robinson
President & National Sales Director
Taylor has been a seasoned recruiter for the last 5 years. Building relationships has been a key component to his success on both the Client and Candidate end of the business. He started his career at Barton Associates and made an impact in the industry immediately. Taylor’s growth over his tenure at Barton was impressive as he ranked top 15 nationwide within the company.
Taylor joins Winthrop & Co. with a common mission in mind, to connect the perfect people with the perfect job and business.
Robert Noe
CEO & CMO
Corey Pond
Senior Consultant
Corey has been a seasoned recruiter for the last 5 years. Building relationships has been a key component to his success on both the Client and Candidate end of the business. He started his career at Barton Associates and made an impact in the industry immediately. Corey’s growth over his tenure at Barton was impressive as he ranked top 15 nationwide within the company.
Corey joins Winthrop & Co. with a common mission in mind, to connect the perfect people with the perfect job and business.
