Haba Sherry Wealth Management's 98.7% Retention Story

Meet the Team

Partners for the next step of your career. We help make high-stakes decisions with clarity and leverage. We curate options, negotiate terms, and protect enterprise value, all confidentially.

Trusted by +250 Partners
Robert Noe, Co-Founder & CEO.

Robert Noe

Co-Founder & CEO

Rob is a co-founder of Winthrop & Co. and the architect behind many of the firm's most complex moves. He has a deep, working command of the advisor landscape and a clear read on where the market is actually heading, not just where it has been.

Rob is known for his consultative approach with high-performing teams and enterprises, turning messy variables into precise strategy and negotiated outcomes. Advisors rely on him when they need a structured plan, sharp leverage at the table, and quiet execution from first conversation through day two.

LinkedIn
Taylor Robinson, Co-Founder & President.

Taylor Robinson

Co-Founder & President

Taylor is a co-founder of Winthrop & Co. and brings a long track record of building and leading recruiting organizations. He has managed large teams, navigated countless transitions, and understands how to balance firm objectives with what advisors truly need to thrive. Taylor is personable and easy to talk to, yet highly disciplined in follow-through and communication.

Advisors appreciate his ability to listen closely, frame the real issue quickly, and keep every stakeholder aligned throughout the process. When Taylor isn't spending his free time with his wife and daughter he enjoys playing golf, snowboarding, and clearing his head at the gym.

LinkedIn
Tyler Noe, Head of Marketing & Transition Consultant.

Tyler Noe

Head of Marketing & Transition Consultant

Tyler leads marketing at Winthrop & Co., shaping how the firm positions itself in the market and how advisors experience the brand from first touch to final decision. With a background in digital marketing and performance-driven campaigns, he builds the narratives and creative that make the firm's voice unmistakable.

Tyler also plays an active role in executive recruiting and advisor consulting, leveraging relationships with representatives across the industry to match advisors with platforms that fit both their culture and ambitions. A former Division I baseball player, he brings a competitive mindset, strong preparation, and calm execution to every interaction, ensuring that both the brand and the process feel precise, modern, and relentlessly on the advisor's side.

LinkedIn
Corey Pond, Transition Consultant for Financial Advisors.

Corey Pond

Transition Consultant for Financial Advisors

Corey draws on years of recruiting experience and a strong grasp of the competitive landscape to help advisors move with confidence. He is a true go-getter who combines market insight with a bias toward action, making sure opportunities are identified early and evaluated on facts.

Advisors trust Corey to surface options they would not see on their own, to ask the hard questions of prospective platforms, and to keep momentum high without sacrificing discretion or detail.

LinkedIn
Harrison Davis, Transition Consultant for Financial Advisors.

Harrison Davis

Transition Consultant for Financial Advisors

Before joining Winthrop & Co., Harrison advised affluent families at Morgan Stanley, focusing on multi-generational wealth strategies and complex planning. He worked closely with high-earning tech professionals on equity compensation, concentrated stock positions, and risk management.

That front-line experience gives him a rare perspective when guiding advisors who are now rethinking their own platform and economics. Harrison speaks the language of both clients and advisors, and he uses that lens to help practitioners design moves that upgrade their tools, protect relationships, and build long-term enterprise value.

Harrison lives in MA with his wife, Nicole, son, Calvin, and cat, Todd. They enjoy going on family adventures to Lake Winnipesaukee and Seabrook Beach, spending time playing 45s and other games with family and friends, and supporting their New England Patriots.

LinkedIn