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.

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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

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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.

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Robert Noe

CEO & CMO
Robert has been a successful Entrepreneur since his years in college, starting multiple ventures over the last 8 years.  His C-Level Management experience operating companies from the top down has allowed him to have much success as an Executive of all of his past companies.  Robert does come from a retail and digital marketing background, but is utilizing this skill set to set Winthrop & Co. apart from the competition.
 
He brings fresh ideas, exceptional marketing techniques, and a phenomenal web presence to this market.
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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.

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Tyler Noe

Marketing Director
Tyler comes from a creative and digital marketing background, but is utilizing his skill set to set Winthrop & Co. apart from the competition by both strategizing lead development and marketing techniques to funnel and find qualified leads for clients. 
 
He brings fresh ideas, exceptional leadership, and a phenomenal web presence to this market.