Max Winthrop

CEO of Winthrop Wealth, a firm serving high-net-worth clients with complex financial needs. Focuses on leveraging technology and creating a collaborative client experience.

Best podcasts with Max Winthrop

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Feb 27, 2025 • 24min

Max Winthrop: 'Quirkiness Matters' | Next Gen

Max Winthrop, CEO of Winthrop Wealth, shares his insights on embracing individuality in professional settings. He emphasizes the importance of quirkiness in fostering approachability and engagement with clients. The conversation delves into transitioning family businesses into structured firms, highlighting the challenges and opportunities in redefining roles. Winthrop also discusses leveraging technology, including AI, to enhance efficiency and streamline operations. Lastly, he addresses the talent shortage in financial advisory, stressing the need for mentorship to nurture future leaders.