Winthrop Financial Associates

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Winthrop Financial Associates Employees

Employee
Years
Job
Industry
Scott McCabe Scott McCabe San Francisco Bay Area Details
Scott McCabe's Winthrop Financial Associates Experience July 1991 - December 1992
Job Investor Relations at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group  June 2013 - Present
RockTech  January 2010 - Present
Echelon Ventures   March 2000 - Present
Grosvenor Capital Management  December 2010 - June 2013
Sports Legacy Institute  March 2008 - January 2012
Merrill Lynch Private Banking and Investment Group  August 2006 - December 2009
Gateway Financial Group  September 1998 - February 2000
Brookwood Financial Partner   January 1993 - August 1998
Winthrop Financial Associates   July 1991 - December 1992
Universal Reclamation, Inc.   May 1990 - May 1991

Skills
Venture Capital, Private Equity, Investments, Business Development, Management, Business Strategy, Strategic Planning, Alternative Investments, Hedge Funds, Leadership, Finance, Start-ups, Mergers & Acquisitions, Equities, Due Diligence, Strategy, Investment Banking, Entrepreneurship, Financial Services, Business Planning

Education
Harvard University   1979 — 1983
AB, Economics

Carol JC Mills Carol JC Mills Greater Boston Area Details
Carol JC Mills's Winthrop Financial Associates Experience June 1985 - November 1997
Job at Armada Analytics, Inc., formerly Agency Advisors, Inc.
Industry Real Estate
Experience
Armada Analytics, Inc. (formerly Agency Advisors, Inc.)   January 2011 - Present
Deutsche Bank Berkshire Mortgage  December 1997 - June 2010
Winthrop Financial Associates   June 1985 - November 1997
The National Housing Partnership   January 1980 - May 1985

Education
Harvard University Graduate School of Design
Masters, Architecture

Mount Holyoke College
B.A.

Michael Lindley Michael Lindley West Kingston, Rhode Island Details
Michael Lindley's Winthrop Financial Associates Experience June 1991 - October 1994
Job Experienced Treasury Finance Professional
Industry Financial Services
Experience
Bryant University  January 2014 - Present
RBS Citizens Group  1997 - 2011
Brown University  January 1995 - May 1997
Winthrop Financial Associates   June 1991 - October 1994
Gilbane Properties, Inc.   May 1983 - June 1991

Skills
Moody's KMV credit..., Yieldbook, AFT, and..., Mortgage prepayment..., Knowledge of..., Property Portfolio..., TREPP CMBS model, INTEX, BANCWARE ALM5 model, Value at Risk (VAR), OAS analysis MBS, Basel II three pillars..., CMBS, Fixed Income, Capital Markets, Intex, Investments, Treasury, Portfolio Management, Asset Management, ALM, Interest Rate Risk..., Risk Management, Credit Risk, Banking, Financial Analysis

Education
Bentley College   1988 — 1990
Master's degree, Finance, General, 4.0

Jim Dawley Jim Dawley Greater Boston Area Details
Jim Dawley's Winthrop Financial Associates Experience 1984 - 1992
Job Chief Operating Officer at Waterstone Retail Development
Industry Real Estate
Experience
Waterstone Retail Development   July 2015 - Present
Petrini Corporation   1997 - July 2015
Aberjona Company, Inc.   1992 - 1997
Winthrop Financial Associates   1984 - 1992

Education
D'Amore-McKim School of Business at Northeastern University   1998 — 2002
MST, Taxation

Northeastern University   1977 — 1982
BSBA

Jack Mara Jack Mara Greater Boston Area Details
Jack Mara's Winthrop Financial Associates Experience May 1987 - December 1992
Job Managing Member at Strawberry Hill Properties, LLC
Industry Real Estate
Experience
Strawberry Hill Properties, LLC   August 2011 - Present
Detwiler Fenton Group, Inc.   December 2008 - September 2011
StoneGate Partners   May 2003 - December 2008
Galaxy Theatres LLC   March 2001 - April 2003
Brookwood Financial Partners  January 1993 - February 2001
Winthrop Financial Associates   May 1987 - December 1992
International Business Machines  April 1971 - April 1987

Skills
Residential Development, Residential Market..., Negotiation

Education
Boston University Questrom School of Business   1964 — 1968
BS in BA, Finance

Steven Bodi Steven Bodi Greater Boston Area Details
Steven Bodi's Winthrop Financial Associates Experience 1983 - 1992
Job Managing Member at Old Bayside Capital LLC
Industry Real Estate
Experience
Old Bayside Capital LLC   2012 - Present
Old Bayside LLC   January 2000 - January 2011
Claremont Corporation   1992 - 2000
Winthrop Financial Associates   1983 - 1992
Coopers & Lybrand  1980 - May 1983

Skills
Financial Analysis, Legal Advice, Entrepreneurship, Real Estate, Mergers, Investment Properties, Finance, Business Planning, Due Diligence, Management, Strategic Financial..., Strategy, Corporate Finance, Restructuring, Portfolio Management, Mergers & Acquisitions

Education
Suffolk University Law School   1981 — 1985
JD, Law

New Hampshire College   1978 — 1982
BS, Accounting

Steven Bodi Steven Bodi Greater Boston Area Details
Steven Bodi's Winthrop Financial Associates Experience 1988 - 1997
Job Managing Member at Old Bayside LLC
Industry Real Estate
Experience
Old Bayside LLC   1997 - Present
Claremont Companies  1988 - 1997
Winthrop Financial Associates   1988 - 1997

Education
Suffolk University Law School   1982 — 1985
JD, Law

Bryan Gleason, CPA Bryan Gleason, CPA Greater Boston Area Details
Bryan Gleason, CPA's Winthrop Financial Associates Experience 1982 - 1993
Job Experienced technology CFO with significant operational experience. Recently sold a company as acting CEO.
Industry Information Technology and Services
Experience
ConnectEDU, Inc   2010 - 2012
Evare, LLC  1998 - 2009
Triple I Corporation  2006 - 2008
Network Six, Inc.   1994 - 1996
Winthrop Financial Associates   1982 - 1993
Avco Corporation   1981 - 1982
Laventhol & Horwath, CPA's   1978 - 1981

Skills
Start-ups, Mergers

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA

Northeastern University
BS Business Administration, Major in Accounting

David S. Flad David S. Flad Greater Boston Area Details
David S. Flad's Winthrop Financial Associates Experience May 1984 - October 1989
Job The Schochet Companies
Industry Real Estate
Experience
The Schochet Companies  June 2009 - Present
New Facets Consulting   May 2005 - June 2009
JPI  March 2007 - August 2008
The Copley Group  October 1999 - May 2005
Boston Financial Group  1989 - 1998
Winthrop Financial Associates   May 1984 - October 1989
City of Boston  October 1983 - May 1984
MURAG   1981 - 1983

Skills
Real Estate, Property Management, Due Diligence, Disposition, Asset Management, Commercial Real Estate, Real Estate Transactions, Investment Properties, Affordable Housing, Leadership, Mergers & Acquisitions, Management, Portfolio Management, Project Management, Analysis

Education
Massachusetts Institute of Technology   1981 — 1983
Masters, City Planning - Real Estate Finance

Boston University   1977 — 1981
BA, Sociology and Psychology

LinWood Highschool   1974 — 1977

Ann Carter Ann Carter Greater Boston Area Details
Ann Carter's Winthrop Financial Associates Experience April 1985 - August 1994
Job Business and communication strategist
Industry Public Relations and Communications
Experience
Rasky Baerlein strategic Communication   August 1994 - Present
Rasky Baerlein Strategic Communications  August 1994 - December 2012
Winthrop Financial Associates   April 1985 - August 1994
Boston Edison Company  1982 - 1985
Boston Edison  1980 - 1982
Gortons of GLoucester, a susidiary of General Mills, Inc   1978 - 1980

Skills
Strategic Financial..., C-suite mentoring, Persuasive Presentation..., Social Networking, Marketing Strategy, Professional Services..., Strategic Communications, Crisis Management, Social Media, Marketing, Reputation Management, Non-profits, Strategy, Spokesperson, Message Development, Nonprofits, Business Strategy, Internal Communications, Communication Training, Training, Blogging, Editing, Reputation, Messaging, Speech Writing, Integrated Marketing, Event Planning, Brand Management, Government, Politics, Press Releases, Corporate Communications, Investor Relations, Thought Leadership

Education
Babson College   1979 — 1985
MBA

Bentley University   1974 — 1978
BS, Accounting and Business Communication

Robert DeWitt Robert DeWitt Greater Boston Area Details
Robert DeWitt's Winthrop Financial Associates Experience August 1982 - August 1987
Job President & CEO, GID Investment Advisers, LLC
Industry Real Estate
Experience
GID Investment Advisers, LLC  August 1987 - Present
Winthrop Financial Associates   August 1982 - August 1987

Skills
Real Estate, Real Estate Development, Investment Properties, Due Diligence, Real Estate Economics, Real Estate Transactions, Asset Management, Property Management, Investments, Disposition, Strategic Planning, Commercial Real Estate

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1980 — 1982
Master of Business Administration (M.B.A.)

Middlebury College   1974 — 1978
BA, Biology

W Tod McGrath W Tod McGrath Greater Boston Area Details
W Tod McGrath's Winthrop Financial Associates Experience 1993 - 1995
Job President, advisoRE, LLC
Industry Real Estate
Experience
advisoRE, LLC   1999 - Present
MIT Center for Real Estate  1994 - Present
McCall & Almy  1995 - 1999
Winthrop Financial Associates   1993 - 1995
Meredith & Grew, Inc   1987 - 1993

Skills
Strategy, Analytics, Negotiation, Real Estate Development, Due Diligence, Asset Managment, Valuation, Real Estate Transactions, Strategic Planning, Financial Analysis

Education
MIT Dept. of Urban Studies and Planning   1986 — 1989
Real Estate Finance and Development

Columbia University Graduate School of Business   1981 — 1984
MBA, Finance / Real Estate

Columbia College   1977 — 1981
BA, Economics

FX Jacoby FX Jacoby Greater Boston Area Details
FX Jacoby's Winthrop Financial Associates Experience July 1983 - September 1995
Job Consultant
Industry Real Estate
Experience
Kensington investment Company, Inc   June 2008 - May 2013
GID Investment Advisers LLC  May 2001 - June 2008
Leggat McCall Properties  September 1995 - May 2001
Winthrop Financial Associates   July 1983 - September 1995

Education
Boston University Graduate School of Management   1987 — 1991
Master of Business Administration (MBA)

Dartmouth College   1979 — 1983
Bachelor of Arts (BA)

Bill Gribbell Bill Gribbell Greater Boston Area Details
Bill Gribbell's Winthrop Financial Associates Experience June 1989 - January 1994
Job Real Estate inv. Banking
Industry Real Estate
Experience
Tritower Financial Group, LLC   February 2012 - Present
Franklin Street Properties  January 1997 - December 2011
The Boston Financial Group   April 1994 - December 1996
Winthrop Financial Associates   June 1989 - January 1994

Skills
Due Diligence, Fundraising, Asset Managment, Securities, Alternative Investments, Investments, Asset Management, Equities, Finance, Real Estate, Commercial Real Estate, Acquisitions, Financial Structuring, Private Placements, Financial Modeling, Mergers & Acquisitions

Education
St. Georges School

Boston University