Charles Frentz is a CFA® charterholder currently with Douglass Winthrop Advisors LLC, where he has worked since 2026. He previously worked at Frentz O'Donnell Investments Limited from 2022 to 2026 and at Tree Line Advisors from 2013 to 2022. Douglass Winthrop Advisors provides customized investment management primarily for individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm emphasizes long-term horizons and fundamental stock research, offering equity and balanced portfolio strategies including a distinct Sustainable Equity program with an environmental value filter.

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 Highet is a CFP® with five years of industry experience and has been with Douglass Winthrop Advisors LLC since 2004. She is based in New York, NY. Outside of her advisory role, Highet 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 families, trusts, endowments, and institutional clients. The firm emphasizes long-term equity and balanced portfolio strategies using a five-filter stock selection methodology and includes a Sustainable Equity Strategy with an environmental value focus.

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 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 Abbasi is a financial advisor at Douglass Winthrop Advisors LLC in New York, NY, holding a Series 65 designation with six years at the firm and a total of ten years in the industry. His prior experience includes roles at GameChange Capital LLC and Fletcher Knight Inc. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm emphasizes long time horizons and fundamental stock research, offering equity and balanced portfolio strategies, including a distinct Sustainable Equity program with an environmental value filter.

Garrett Hayward is a CFA® charterholder with nine years of experience at Douglass Winthrop Advisors LLC and an additional year at Forester Capital LLC. He is based in New York, NY. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm focuses on equity and balanced strategies using a five-filter methodology and maintains a Sustainable Equity Strategy with an environmental value filter.

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 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.