Corey Pond

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.

Winthrop & Co. was founded in 2017 and works from greater Boston and Miami. It has guided more than 100 advisory teams and over $50 billionin client assets through transitions, RIA launches, and succession plans. The firm pays Winthrop & Co., and the advisor never pays.