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Our People

A Cohesive Team of Consummate Professionals

Working out of offices in Boston and Chicago, The Windsor Group consists of highly experienced portfolio managers, financial planners and client service professionals. We combine our talents to help our clients address the complex, multifaceted challenges of managing wealth.

Advisors

Jonathan W. Lonske

Managing Partner | Financial Advisor

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...

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Tara M. Schutz, CFP®, CDFA

Managing Partner | Financial Advisor

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...

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The Team

Mary E. Flanigan, CFP®

Wealth Strategist

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...

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Juli Rahill

Director of Operations and Client Service

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...

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Henry Morales

Client Service Associate

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...

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Oscar Maltez

Client Service Associate

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...

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