Paul D. Mendelsohn

Chief Investment Officer

Mr. Mendelsohn has over 30 years experience in the investment industry.  He has worked as Manager of Market Planning & Forcasting for the Xerox Corporation in the 1970's, president and head of commodities trading at Gold Standard Refining Corporation in the 1980's and founded Windham Financial Services to provide quantitative, technical and fundamential investment strategies to sophisticated investors in 1983.

Mr. Mendelsohn supervises all advisory operations including asset allocation, securities selection, statistical risk modeling programs and quantitative forecasting models.  Mr.  Mendelsohn also supervises and reviews all managed accounts  and all trading operations for the advisor

                Our Team

Michael F. O'Connor

Senior Portfolio Manager

Mr. O'Connor has over 30 years experience in the investment industry.  He has designed and developed equity and fixed income portfolios for both retail and institutional clients, while working for a number of well known investment firms.

Mr. O'Connor is Manager of Windham Financial's Scituate, MA branch Office and assists the Chief Investment Officer in assessing client risk tolerance, asset allocation, security selection and overall portfolio strategy, as well as working on new account development and providing assistence to existing clients.

Mr. O'Connor's approach is results driven and designed to meet the ever changing investment landscape.

Paul H. Levine

Research Consultant

Mr. Levine has over 30 years experience in the investment industry.  Mr. Levine received his undergraduate degree from the Baruch School of CCNY and a JD law degree from Brooklyn Law School.  Mr. Levine also earned a CPA while working at Arthur Young & Co in its tax, audit and M&A Departments.  He then went on to manage the Venture Capital division at Talcott National Corp.

Mr. Levine brings his extensive accounting, tax and legal background to the investment and risk management process.

Mr. Levine is Manager of Windham Financial's Brewster, MA branch office and assists the Chief Investment Officer in structuring tax efficient portfolio strategies for new and existing clients.