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8 advisors near New York, NY
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Charles H
Series 63
New York, NY
Douglass Winthrop Advisors LLC
Charles Howard is a financial advisor at Douglass Winthrop Advisors LLC with four years of industry experience. He holds a Series 63 designation and has been with Douglass Winthrop Advisors since 2003. Outside of his advisory role, he serves as Vice President, Portfolio Manager, and Research Analyst at Forstmann-Leff Associates, where he assists marketing representatives and makes buy and sell decisions for equity portfolios. Douglass Winthrop Advisors provides customized investment management to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm focuses on all-equity and balanced portfolios, employing a fundamental research process and offering a Sustainable Equity Strategy alongside its core investment approach.
Lea H
CFP®, Series 63
New York, NY
Douglass Winthrop Advisors LLC
Lea Highet is a CFP® with four years of industry experience, currently serving as an advisor at Douglass Winthrop Advisors LLC in New York, NY. She has been with the firm since 2004. Outside of her advisory role, she serves as a trustee of the Paine Memorial Free Library in Willsboro, NY. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm constructs all-equity or balanced portfolios using a fundamental research process and offers a Sustainable Equity Strategy alongside its core equity approach.
Pamela R
Series 65
New York, NY
Douglass Winthrop Advisors LLC
Pamela Raviol is a financial advisor at Douglass Winthrop Advisors LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Douglass Winthrop Advisors since 2018, following a 31-year tenure at Train, Babcock Advisors LLC. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm emphasizes a fiduciary approach with portfolios that include domestic and international equities and investment-grade fixed income, offering both core equity and a defined Sustainable Equity Strategy.
John W
Series 63
New York, NY
Douglass Winthrop Advisors LLC
John Winthrop is a financial advisor at Douglass Winthrop Advisors LLC with four years of industry experience. He holds a Series 63 designation and serves as a director of Groton Land Co. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts, emphasizing all-equity or balanced portfolios with domestic and international equities and investment-grade fixed income.
Daniel A
Series 65
New York, NY
Douglass Winthrop Advisors LLC
Daniel Abbasi is a financial advisor at Douglass Winthrop Advisors LLC with six years at the firm and a total of 12 years in the industry. He holds a Series 65 designation and has prior experience at GameChange Capital LLC and Fletcher Knight Inc. Douglass Winthrop Advisors provides customized investment management primarily to high-net-worth individuals, families, trusts, endowments, and institutions. The firm offers individually managed discretionary and non-discretionary accounts, focusing on all-equity or balanced portfolios with domestic and international equities and investment-grade fixed income, and operates a Sustainable Equity Strategy alongside its core equity approach.
Garrett H
CFA®
New York, NY
Douglass Winthrop Advisors LLC
Garrett Hayward is a CFA® charterholder with nine years of industry experience. He has been with Douglass Winthrop Advisors LLC since 2017 and previously worked at Forester Capital LLC and Bryant University. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions, offering both discretionary and non-discretionary accounts. The firm employs a fundamental research process and offers a Sustainable Equity Strategy alongside its core equity approach.
Joshua H
Series 65
New York, NY
Douglass Winthrop Advisors LLC
Joshua Huffard is a financial advisor with Douglass Winthrop Advisors LLC in New York, NY, holding a Series 65 designation and 11 years of industry experience. He has been with Douglass Winthrop Advisors since 2013 and is also the manager of Consor Capital LLC, a private equity firm involved in early-stage venture capital investments, currently in wind-down mode. Additionally, he serves as vice chairman of the board for a website development and hosting company. Douglass Winthrop Advisors provides customized investment management primarily to high-net-worth individuals, families, trusts, endowments, and institutions, offering portfolios that include domestic and international equities and investment-grade fixed income. The firm uses a five-filter fundamental research process and offers a Sustainable Equity Strategy alongside its core equity approach.
Daniel O
Series 63
New York, NY
Douglass Winthrop Advisors LLC
Daniel Obrien II is a financial advisor at Douglass Winthrop Advisors LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Douglass Winthrop Advisors since 1999. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm constructs all-equity or balanced portfolios using a five-filter fundamental research process and offers a Sustainable Equity Strategy alongside its core equity approach.
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8 advisors near New York, NY
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