About Windham Wealth

The unpredictability of the financial markets leaves many investors uncertain about how to allocate their assets. At Windham, we offer a vast array of investment strategies with a shared focus on risk management. Our solutions aim to protect and grow client wealth through constantly changing market environments.

Windham Wealth is a division of Windham Capital Management, LLC

Meet the Team

MARK KRITZMAN is CEO of Windham Capital Management, LLC. He is responsible for managing research activities and investment advisory services.

RICHARD LINDSEY is a Managing Partner and Chief Investment Officer of Windham Capital Management, LLC. Rich joined Windham in 2016 and is responsible for the development and management of Windham’s investment portfolios.

AMANDA PRESTON is Private Wealth Associate at Windham Capital Management, LLC. Amanda joined the firm in 2018 and is the relationship manager for all private client services.

ROBERT BERNSTEIN is Managing Partner and Head of Business Development for Windham Capital Management, LLC.  Rob joined Windham in 2012 and is responsible for the firm’s client relationships, sales and marketing.

BETSY THEDFORD is a Managing Partner and Chief Compliance Officer at Windham Capital Management, LLC. Betsy joined the firm in 2019 and is responsible for all legal and compliance matters.

JEFF THOMPSON is Director of Operations at Windham Capital Management, LLC. Jeff joined the firm in 2009 and is responsible for new account setup, account maintenance, and trading within Windham’s investment solutions group.

MARISSA MATTOS is Senior Operations Associate at Windham Capital Management, LLC. Marissa joined the firm in 2011 and is responsible for account maintenance, trading, and facilitating new client onboarding.

CHRIS SMALL is Director of Trading at Windham Capital Management, LLC. Chris joined the firm in 2015 and is responsible for trade implementation and execution strategy for Windham’s Multi-Asset Class strategies and Liquid Alternatives product.

Let’s navigate your financial landscape together.


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