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...

Santo Dimino implements Windsor Private Wealth’s Marketing & Business Development strategies through the use of technology and wealth management platforms.His efforts are focused on enhancing "Windsor Experience" for clients & prospects. 

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 Inglewood, California. He graduated from the University of Southern California receiving a dual degree in Economics and Mathematics. During his time in school he also explored coursework in computer science...

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. Since arriving to...