Winthrop & Co. Exclusive Profiles

Long-form editorial profiles of advisor teams we've guided through transitions. The strategic decisions, the growth stories, and the outcomes behind each move.

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A Winthrop & Co. Exclusive Profile

Built for More: The Haba Sherry 98.7% Retention Story

After more than a decade at Northwestern Mutual building a planning-led, family-office-style practice in Boston's Financial District, Craig Haba and Ben Sherry transitioned to Raymond James and retained 98.7% of their wealth management clients through the move.

98.7%client retention through transition

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A Winthrop & Co. Exclusive Profile

Josh Colwell and the $150M → $600M Growth Story

After more than a decade at Edward Jones and Level 10 production, Josh Colwell launched CoWealth Advisors with Raymond James and quadrupled client assets in the years that followed.

$150M → $600MAUM growth post-transition

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