Our people are skilled professionals with years of experience and success in their respective specialties. We support and challenge our clients in equal measure. We facilitate change by working hard to first understand our client’s reality and objectives. We become a business partner, building trust and working as a team to deliver enduring results. We dig deep to find the right solutions, not just off-the shelf products. Our commitment is to do what is right for our clients.
Windward's partners and associates have proven track records working within the wealth management industry for Family Offices (SFOs and MFOs), Financial Advisors, RIAs, banks and custodians. Our common-sense approach and tailored solutions provide enduring, pragmatic results to optimize your operations.
Our professional consulting team is committed to delivering professional results for our clients. Our reputation is paramount and we strive for professionalism, accountability and integrity at every step of every engagement. We have no loyalties or business arrangements with service providers to recommend their products or services. We will always evaluate impartially and seek to deliver the best solution to the client's problems. We will never divulge information to service providers, other clients or anyone else without the specific knowledge and approval of our client.
Our Partners ..... experienced in the Wealth Management industry
Elaine is a specialist in accounting and operations systems integration, internal control, and successful business process improvements. Prior to joining Windward, Elaine co-founded Family Office Metrics and was an independent accounting, operations and technology consultant with a nationwide clientele of private wealth offices and financial services firms.
Elaine draws upon over twenty years of practical experience in accounting, financial service, and operations management. She was a family office financial and operations executive with both a single family and a multi-family office. As a senior manager with a software developer, she supervised customization and implementation of integrated software solutions for hedge funds, investment managers, and family offices. Her experience also includes serving as the chief operations, financial and compliance officer of a boutique investment banking company and related registered investment advisor from inception of the companies. Elaine began her career in the audit division of Arthur Andersen & Co.
Elaine is a graduate of the University of South Florida (BA, Accounting). She is a member of the Florida Institute of CPAs and the American Institute of CPAs.
Hugh has a distinguished career of over 30 years experience in consulting, business management and wealth management technology. Prior to joining Windward, Hugh was a partner in Family Office Metrics and worked in private practice as a business consultant to family offices and high net worth families.
From 1974 until 2003, he was Chief Technology Officer at Bessemer Trust Company, where he was responsible for all information services and products, including in-house developed trust applications as well as external products and services.As key application architect at Bessemer, Hugh designed and oversaw the development of complex banking and portfolio management applications. Specific applications developed included Trust Accounting, Portfolio Accounting, Portfolio Management and Trade Order Entry, Performance Measurement, and Tax Compliance.
Hugh is a graduate of the State University of New York, Binghamton, (BA, Mathematics), New York University (MA, Mathematics), and Rutgers University (MBA).