JH
Julianne Hirtle
Senior Specialist Compliance at Windhaven Investment Management,
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Work Experience
Senior Specialist Compliance
Oct 2015 - Present · 9 years and 3 months
Compliance Manager
Jul 2013 - Oct 2015 · 2 years and 3 months
Blue Sky Associate
Aug 2009 - Jun 2013 · 3 years and 10 months
Company Details
Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments. We broadly diversify investment portfolios across the global capital markets and regularly include exposure to gold, commodities and real estate, in addition to more traditional investments in US and non-US stocks and bonds. To guide investment decisions and manage portfolio risk, we use our proprietary Global Strategies Model. Our mission is to help our clients achieve an attractive rate of return on their investments over the long term while preserving their capital under a wide variety of global macroeconomic and geopolitical conditions.
Year Founded
1994
Social Media
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Industry
Investment Management
HQ Location
One International Place 33rd Floor Boston, MA 02110, US
Keywords
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