As the founder of The Windsor Private Wealth, Jonathan Lonske leads a team that serves an elite clientele of affluent families and individuals. Jonathan’s primary role on the team is to help clients navigate financial markets by...

Tara Schutz works with a select clientele of affluent families and individuals, many of whom own and operate their own businesses. Serving as their go- to advisor on any financial matter, Tara helps her clients create and implement...

Mary E. Flanigan is an experienced and dedicated professional, responsible for providing portfolio performance analysis, asset allocation, and investment selection and research for Windsor Private Wealth’s investment models. As a...

Juli Rahill has over 10 years of experience in the financial industry and enjoys working with families to achieve their financial goals. No matter the task, she is ready to assist with the highest level of care. Juli works closely with...

Henry was born and raised in Southern California where he went on to study Mathematics and Economics at the University of Southern California. During his time at USC, he explored and took a liking to computer science courses specializing...

Oscar started in the financial services industry interning at firms like Baystate Financial and State Street before accepting a full time position in Cash Operations at Ropes and Gray, a law firm based in Boston. He received his...