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.
Prior to founding Winthrop, Greg built and led two institutional investment teams that managed multibillion-dollar portfolios.
Today, Winthrop employees are expected to act on behalf of clients and with mutual respect for the team.
Winthrop Capital Management holds itself to the following values:
In 2016, we began building our independent software platform, WOMBAT®, which enhances the capabilities of our investment team in several ways, including data analysis and trading operations. Wombat® also enhances reporting through the WOMBAT RiskScore™, which analyzes volatility of securities to quantify the level of risk. 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.
We continually strive to achieve the highest standard of excellence in all that we do. This defines the culture of our firm.
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.
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.
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.
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.
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.
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.
We’re always open to the possibility of welcoming like-minded professionals to our team.
EXPLORE CAREER OPPORTUNITIES AT WINTHROP
Greg Hahn is a founding partner of Winthrop Capital Management and currently serves as President and Portfolio Manager. In addition to leading the firm, he is a senior member of the investment committee, which is responsible for the management and oversight of all portfolio management and investment strategy across the firm’s institutional, insurance, and private client portfolios.
Prior to founding Winthrop, he held similar positions with Oppenheimer Asset Management, Oppenheimer Investment Management, and Conseco Capital Management as both Chief Investment Officer and Senior Portfolio Manager. He also served as President and Trustee of the Conseco Series Trust and oversaw a $1.2 billion real estate and private equity portfolio.
Greg is a member and former President of the CFA Society of Indianapolis, is 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 on the FEG Absolute Access Fund, LLC and is a member of the National Federation of Municipal Analysts.
He has earned a B.B.A. from the University of Wisconsin, an M.B.A. from Indiana University, and the Chartered Financial Analyst® designation.
Adam joined the firm in 2013 as a Trader and Research Analyst and was named Chief Investment Officer in 2025. In this role, he sets the firm’s investment strategy and process, serves as a lead portfolio manager, and chairs the investment committee, which oversees portfolio management across the firm’s institutional, insurance, and private client portfolios.
He has been instrumental in expanding the firm’s insurance asset management capabilities, including derivative hedging strategies, capital efficiency models, and regulatory compliance frameworks. Adam serves as lead portfolio manager for all insurance-related strategies, working closely with insurance clients on asset allocation, reinsurance portfolios, and regulatory matters.
Adam also oversees private asset investments, including private credit, structured credit, and commercial mortgage loans, and applies his expertise in asset-liability management and risk management to co-manage all fixed income strategies.
Throughout his career, Adam has managed 40-Act funds, built Turnkey Asset Management Platforms (TAMPs), overseen private equity workouts, and helped build life and annuity companies from the ground up. He holds a B.S. in Finance from the Indiana University Kelley School of Business and holds the Chartered Financial Analyst® designation.
John joined the firm in 2016 and serves as Lead Software Developer. In this role, he leads software development initiatives for Winthrop Technology Solutions and Winthrop Capital Management. He also leads the development of the Winthrop Operating Management Business Analytics Tool (WOMBAT™), the firm’s proprietary technology platform that provides advanced analytics, portfolio monitoring, performance measurement, risk management, and compliance capabilities.
John specializes in software development and design, database architecture and management, and project management. WOMBAT™ was primarily developed in C# using Visual Studio, with a SQL-based backend.
Prior to joining Winthrop, John served as an Analytical Intern at Vertellus Specialties Inc., and an IT Intern at MPI Corporation.
John earned a B.S. in Chemistry from Purdue University and was a member of the Golden Key International Honour Society, Purdue Honors College, and the Sigma Alpha Lambda Honors Society.
Emi joined the firm in 2018 as an Investment Analyst Intern and was named Investment Analyst in 2019, Senior Operations Analyst in 2021, and Chief Operations Officer in 2024. She leads the Investment Operations team, overseeing trade settlement, portfolio analytics, performance attribution, performance measurement, data integrity, and statutory reporting, and works closely with the Chief Investment Officer on the month-end and quarter-end reporting process.
Prior to joining Winthrop, Emi was a Business Intern in Revenue Cycle Services at Indiana University Health.
Emi earned a B.S. in Finance & Economics, graduating summa cum laude, and an M.B.A. in Applied Analytics from the University of Indianapolis. She is a member of Delta Mu Delta, the national honor society for academic excellence and is a CFA® Level III candidate.
Jay joined the firm in 2021 and serves as Chief Legal Counsel and Chief Compliance Officer. He is responsible for designing, implementing, and monitoring processes to ensure compliance with all applicable local, state, and federal laws and regulations. Jay provides legal counsel to the President and advises the firm on a wide range of legal matters, including developing and leading legal strategy, maintaining corporate interactions with governmental bodies, and overseeing the delivery of legal services to support firmwide objectives and strategic priorities. Jay also oversees the real estate investment portfolio for the firm’s insurance clients.
Prior to joining Winthrop, Jay spent nine years in private practice, including roles as Managing Associate at Frost Brown Todd and Senior Associate Attorney at Bingham Greenebaum Doll LLP, with earlier experience at Mallor Grodner LLP. He’s also served as President of the Board of Directors for Big Brothers Big Sisters of South-Central Indiana.
Jay earned a B.A. in Economics and Political Science from Wabash College, graduating magna cum laude, and was a four-year member and two-year captain of the varsity tennis team. He earned a J.D. from the Indiana University Maurer School of Law and has been twice named to Best Lawyers in America “Ones to Watch” for Corporate Law.
Keith joined the firm as a consultant in 2020 and was named Senior Research Analyst in 2021. He is responsible for securities research covering investment-grade and high-yield corporate debt and equities and leads the quarterly credit review for one of the firm’s largest insurance clients. He is also a member of the firm’s investment committee, which oversees portfolio management and investment strategy across the firm’s institutional, insurance, and private client portfolios.
Prior to joining Winthrop, Keith held several positions with the State Teachers Retirement System of Ohio, most recently as a Consulting Analyst overseeing $200 million in large-cap consumer discretionary companies in the Analyst Select Fund. He previously served as Portfolio Manager on a $2 billion Mid Cap Value Equity portfolio, where he helped construct and implement the strategy, and held prior roles with Ohio National Financial Services and Johnson Asset Management.
Keith earned a B.S. in Business Administration with a specialization in Finance from Marquette University, where he was part of the Honors Program, graduated cum laude, and received both the Griffin Award for “Outstanding Business Investment Student” and the McCahill Award for “Outstanding Student Athlete.” He also holds the Chartered Financial Analyst® designation.
Freddy joined the firm in 2017 as an Investment Analyst and was named Senior Trader in 2021. In 2024, he was named Portfolio Manager and is a senior member of the firm’s investment committee, which oversees portfolio management and investment strategy across the firm’s institutional, insurance, and private client portfolios. He plays a key role in portfolio construction and asset allocation and is actively involved in the firm’s top-down investment process, contributing to macroeconomic analysis and sector positioning. Freddy works closely with the Chief Investment Officer to develop macro views and translate them into portfolio positioning.
He serves as co-manager of the firm’s equity and fixed income strategies, with responsibilities spanning portfolio implementation, trading, and securities research. His primary sector coverage includes Communication Services, Healthcare, and Information Technology. Freddy also manages the firm’s equity model portfolios, including Large Cap Core, Focused Growth, and Dividend Growth, and helps implement the firm’s total return fixed income strategies.
Prior to joining the firm, Freddy held internship positions with JA Benefits LLC and Paine Wetzel Associates, Inc.
He earned a B.A. in Economics from DePauw University and holds the Chartered Financial Analyst® designation.
Max joined the firm in 2021 and serves as a Software Engineer and Business Analyst. In this role, he collaborates with stakeholders to elicit business requirements, translate business needs into functional and technical specifications, and guide projects from planning through delivery by managing timelines, scope, and cross-functional coordination.
Max also develops and maintains application code to support the firm's technology initiatives and business operations. As part of the firm's agile development process, he facilitates Scrum ceremonies, removes impediments for the development team, and helps ensure the successful delivery of high-quality software solutions that align with business objectives.
Max earned a Bachelor of Science in Secondary Education from the University of Dayton.
Dom joined the firm in 2021 and serves as Head of Insurance Operations. In this role, he oversees all reporting, analytics, correspondence, and client deliverables produced by the Operations team for the firm's insurance clients.
Dom brings extensive expertise in NAIC and state insurance regulatory compliance, statutory reporting, and the preparation of quarterly and annual statement filings for insurance investment portfolios, including statutory schedules and related exhibits.
He has also played a key role in supporting the firm's insurance clients with the accurate and timely close of quarterly and annual financial statements. In addition, he oversees the firm's analysis of securities held within insurance portfolios to ensure compliance with the NAIC's Principles-Based Bond Definition guidance, which became effective in 2025.
Dom earned a B.S. degree in Finance from Butler University.
Michael joined the firm as a consultant in 2021, working on various marketing, client service, and business development initiatives. He rejoined in 2026 and now serves as Managing Director and Head of Business Development, where he oversees all institutional sales, marketing, and consultant relations. He brings over 25 years of experience working with investment consultants and sophisticated institutional investors, including Taft-Hartley plans, public funds, police and firefighter funds, corporate plans, foundations and endowments, insurance companies, captive insurance plans, and Turnkey Asset Management Platforms (TAMPs).
Prior to joining Winthrop, Michael served as Managing Partner for Caridian Partners and Director of Institutional Sales & Client Service for Johnson Asset Management. He also held similar roles at Reams Asset Management Company and New Jersey-based Lord, Abbett & Co., where he established an Indiana office and specialized in the Taft-Hartley market across the Midwest region. Michael began his career at Conseco Capital Management, Inc., where he served as Vice President & Director of Marketing, Sales & Client Service and held earlier roles in Fixed Income Trading and Investment Operations.
Michael earned a B.S. in Public Financial Management from Indiana University and is a Certified Securities Operations Professional, accredited by the Institute of Certified Bankers.