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ABOUT US

Winthrop Capital Management is an SEC-registered investment advisor specializing in the management of equity, high-grade and high yield fixed income portfolio management. We partner with financial advisors and institutions to provide several investment strategy options tailored to each client’s specific needs.

OUR STORY

Origins

Winthrop Capital Management was founded in 2007 by Greg Hahn, President and CIO.

Prior to founding Winthrop, Greg built and led two institutional investment teams that managed multibillion-dollar portfolios.

Vision

Greg’s vision for Winthrop Capital Management was to create a firm in which employees were committed to continually strive for excellence.

Today, Winthrop employees are expected to act on behalf of clients and with mutual respect for the team.

Values

We firmly believe that it is important to remain a firm that values excellence over size.

Winthrop Capital Management holds itself to the following values:

  • Character and integrity define the person.
  • Our culture and firm come before the individual.
  • Always do the right thing for the client.
  • Make a positive impact in someone’s life every day.

AN INNOVATIVE,
TECH-FORWARD APPROACH

In 2016, we began building our independent software platform, WOMBAT®, which enhances the capabilities of our investment team in several ways, including data analysis, trading operations, and reporting. WOMBAT® has supported our internal operations since 2017, and we continue to invest in innovative technology to expand its capabilities. In March of 2018, we launched Winthrop Technology Solutions, LLC as a branch of our firm.

WOMBAT
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OUR PROPRIETARY TECHNOLOGY ALLOWS US TO:

BETTER SERVE OUR CLIENTS’ NEEDS

ENHANCE OUR INVESTMENT AND DECISION-MAKING PROCESSES

CUSTOMIZE PORTFOLIO ANALYTICS AND REPORTING TO CLIENTS’ NEEDS

THE WINTHROP
CULTURE

We continually strive to achieve the highest standard of excellence in all that we do. This defines the culture of our firm.

Gregory J. Hahn, CFA

INDEPENDENCE

As an SEC-registered investment advisor, we have a fiduciary duty to put our clients’ interests first. We operate at the highest ethical standards as outlined by the CFA Institute.

EXCELLENCE

We are lifetime learners and recognize that we need to continue to learn in order to grow. Every employee strives for excellence in all that he or she does, both within the firm and for our clients.

FIRST-HAND KNOWLEDGE

We seek to question and analyze to get to the truth rather than accept what is provided at face value. Our form of capitalism has evolved over the past decade and will continue to evolve, requiring a higher level of scrutiny when considering economic and market data.

IDEA SHARING

All employees are expected to have well-reasoned and researched opinions. In our investment process, there is no hierarchy. The most junior level person can challenge anyone’s opinion. We see worth in divergent views and believe it is a gift to work alongside outstanding people with differing backgrounds and opinions.

PROCESS FIRST

We are a process-driven team. From the way we construct and manage our portfolios to our internal operations, we believe our processes build reliability and enable us to systematize what works.

ACCOUNTABILITY

We believe accountability rests within a person – not a committee. Each member of our team has the responsibility to do what’s right for the client, acting as an advocate for their interests.

CAREERS

LOOKING FOR A NEW OPPORTUNITY?

We’re always open to the possibility of welcoming like-minded professionals to our team.

EXPLORE CAREER OPPORTUNITIES AT WINTHROP
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Gregory J. Hahn CFA

President, Chief Investment Officer

A founding partner at Winthrop Capital Management, Greg Hahn leads the investment committee and is responsible for overseeing the firm’s portfolio management, investment strategies, and security selections.

Prior to forming Winthrop Capital Management, Greg was the Chief Investment Officer and Senior Portfolio Manager for Oppenheimer Asset Management and its subsidiary, Oppenheimer Investment Management. There he was responsible for the oversight of the fixed income investment process. Greg also served as the Chief Investment Officer and Senior Portfolio Manager with Conseco Capital Management (40|86 Advisors). In addition to his investment management responsibilities at CCM, Greg was President and Trustee of the 40|86 Series Trust and the 40|86 Strategic Income Fund. Also, Greg had responsibility for the $1.2 billion real estate and private equity portfolio.

He holds a B.B.A. from the University of Wisconsin and an M.B.A. from Indiana University. He is a Chartered Financial Analyst, a member and former President of the CFA Society of Indianapolis, a former Trustee of the Indiana Public Employee Retirement System and has served as a member on the ACLI’s Committee on State Regulation of Investments. He also serves as an independent trustee of the FEG Absolute Access Fund, LLC and is a member of the National Federation of Municipal Analysts.

Adam Coons CFA

Portfolio Manager

Adam’s primary responsibilities include managing portfolios, trading, securities research, and risk analytics for the fixed income portfolios, investment manager research and due diligence.

Adam also assists the Chief Investment Officer in developing strategies for the fixed income and equity portfolios. Adam is responsible for research in the Technology, Telecomm and Industrial sectors. Adam received his B.S. in Finance from IUPUI in Indianapolis, Kelley School of Business in 2013. Adam passed the CFA Level III in 2018 and is a CFA charter holder. He has been with the firm since October 2013.

Lance Bertsch CFA, FRM

Senior Research Analyst

Lance is a senior research analyst primarily responsible for portfolio analytics, securities research, risk management and investment manager research and due diligence.

Lance provides portfolio analytics for Winthrop Insurance clients and manages the quantitative risk analytics for portfolios. He also performs due diligence on private placement securities and commercial mortgage loans. In addition, he assists with security analysis for both equity and fixed income. Lance received his B.A. in Economics from Indiana University in Bloomington in 2014. He is a CFA charterholder and a Certified FRM®. Lance has been with the firm since 2014.

John Sides

Lead Software Developer

John leads the software development initiative within Winthrop Technology Solutions and Winthrop Capital Management.

In his responsibilities, John leads the team and the development of the WOMBAT system and our proprietary compliance software. John received his B.S. in Chemistry from Purdue University.

Marco Carvajal

Senior Operations Analyst

Marco’s primary responsibilities include quantitative research and risk analytics for the fixed income and equity portfolios.

He also assists the Chief Investment Officer in developing strategies for the fixed income and equity portfolios. In addition, Marco has research responsibilities for the Retail, Cable and Financial sectors. Marco is also responsible for performance attribution and performance evaluation reporting. In 2011, Marco received his B.S. in Mathematics from Purdue University and B.A. in Economics from Indiana University. He is a CFA candidate and will be taking the Level III exam in December 2020.

Kelsey Gausman

Marketing & Client Service Associate

Kelsey helps to coordinate marketing and client communications across Winthrop’s digital and physical platforms.

In her role, she supports clients through new account on-boarding, account changes, and terminations. Kelsey also helps execute marketing initiatives, including digital marketing, database management, email distribution, and social media. Kelsey received her B.S. in Marketing from Butler University and has been with the firm since 2018.

Linda Jackson APR

Director of Marketing & Client Service

Linda oversees client service and marketing functions for the firm.

Prior to joining Winthrop Capital Management, Linda provided PR, reputation management and marketing for several clients as an independent consultant after working several years for a leading PR and advertising agency in Indianapolis. Accredited by the Public Relations Society of America, Linda earned a B.A. in Journalism and minor in Business from Indiana University.