Paul serves as the Controller and Chief Compliance Officer. He is also the head of Information Technology for the firm. Paul combines sixteen years of family office experience with twelve years of audit and tax experience to support the Windrose Team and the needs of our clients. Previously, Paul served as Controller for a private family investment office in Boston. He began his career at Gray, Gray & Gray CPAs in their Boston office; he left as Supervisor in the firm’s audit and tax practice. Paul holds a BS in Accounting from Northeastern University and is a Certified Public Accountant in the Commonwealth of Massachusetts. Paul lives in Sharon, Massac
Paul Pomerantz
Director, Controller & CCO
Windrose Advisors
United States, Massachusetts, Boston
About Me
Profile Information
Director, Controller & CCO
Windrose Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Boston
Massachusetts
United States
Jan 11, 2025
Keylinks
More profiles to browse
Paul Mutch
Managing Director & Senior Wealth Strategist
Maria Josayova
Director
Dhwani Shah
Investment Analyst
AL
Adam Ladd
Vice President
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc