Harrison Davis

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.

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.