
Winthrop & Co. Team
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.
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.
Insights
Analysis and guides by Taylor
- Wirehouse Advisor Team Moves to Wells Fargo and Rockefeller: Late April through May 2026May 7, 2026
- December 2025 RIA and Broker-Dealer Roundup: Advisor MovesJanuary 29, 2026
- The Ultimate Financial Advisor Transition ChecklistDecember 10, 2025
- The Reality of Independence: What Edward Jones Advisors Must KnowDecember 10, 2025
- Case Study: Awakening to Reality, When Loyalty to My Firm Outweighed Its Loyalty to MeDecember 10, 2025