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
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.