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., founded in 2018 and headquartered in greater Boston, has guided more than 100 advisory teams and over $50 billion in client assets through transitions, RIA launches, and succession plans. Advisors never pay the firm; its contracts sit with the receiving firms and solution providers, which is the structural basis of its unbiased counsel.