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Paul Pomerantz

Director, Controller & CCO

Windrose Advisors

United States, Massachusetts, Boston

About Me

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

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Profile Information

Director, Controller & CCO

Windrose Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Jan 11, 2025

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