Max Winthrop's guest appearances

Max Winthrop

Bridging The Gap

Roger Whitney

Joe Saul-Sehy

Chris Mamula

Charles Schwab

Dave Grant

John Connor

Brad Klontz

Eric Clarke

Gabe Muller

Josh Nelson

Jennifer Thomas

Heather Fortner

Todd Miller

Michael Gottfried

Paolo Sironi

OwlTail

Technologist, leader, efficiency-driven, and driver of change. These are just some of the words I pulled from my conversation with Winthrop Wealth CEO, Max Winthrop as we discuss the wealth management industry and how firms can run more efficiently while leveraging technology. Max lives by three main principles: Passion, Focus, and execution. And each of these shows in the firm that he now heads up and the innovative focus they have in regards to creating an extremely efficient firm, that delivers above and beyond value to clients and is leading the way in regards to how they are using technology to both of these. With over $1 billion in AUM, Max and are a poster child for efficiency and growth and we are lucky enough to have him on the podcast today to share some insights with all of us.

Max Winthrop from Winthrop Wealth: Combining efficiencies and innovation to spur growth