Meet Henry & Oscar!
Henry Morales is one of our two new Client Service Associates at Windsor Private Wealth. Henry grew up in California and joined our team in February of 2023. He currently works out of our Chicago, IL office. During his undergraduate career, Henry studied mathematics, economics, and computer science at the University of Southern California. Amongst his hobbies, his favorite are watching college football, cooking, playing golf, and tinkering with machine learning algorithms.
Oscar Maltez joined the team alongside Henry as another new Client Service Associate. Oscar works out of our Boston, MA office and previously attended University of Massachusetts - Lowell from where he received his bachelors degree in finance. During his undergraduate career, he played lacrosse and still today, he enjoys keeping up with many different sports teams. On his free time, he runs a gluten free food page advocating for celiacs all around the Boston area. Oscar has previous experience in the financial services industry, interning at firms such as Baystate Financial and State Street. He also previously worked a full time position at Ropes and Gray, a Boston based law firm.
We are so happy to have Oscar and Henry apart of the Windsor Private Wealth team!