Network·Venture Capital

Windsor Advisory Group, LLC

Unclaimed

📍 COLUMBUS, OH

Venture Capitaltechnologyindustrialsreal estateconsumer
www.windsoradvisorygroup.com

SEC CRD #801-61372

About

Windsor Homepage - Windsor Advisory Group Dialog window M Precious Boakye Associate Precious graduated from Middlesex County College with an Associate’s degree in Business Administration and received her Bachelor’s degree in Management from Kean University. She also holds a Master of Business Administration from William Paterson University. Prior to joining Windsor, Precious held roles at Dow Jones and Bloomberg L.P. She is passionate about collaborating with team members to provide stellar service to clients. Over the years, she has acquired experience surrounding finance, technology, and data analytics and looks forward to expanding her knowledge further in the areas of investments and generational wealth. During her free time, Precious enjoys trying out new restaurants, traveling, and spending quality time with her family. Dialog window M Evan Yakubov, CPA Associate Evan graduated from Indiana University with undergraduate degrees in Finance, Real Estate, and Accounting, along with a Master’s of Accounting (MSA). Evan was also a five-year member of the Indiana Men’s Varsity Golf Team. Prior to joining Windsor, Evan interned with a boutique wealth management firm, and worked at Deloitte in Audit and Assurance. He is passionate about analyzing his client’s financial plan. His goal is to understand and appreciate his clients on a personal level to provide the greatest service possible. In his free time, Evan enjoys playing golf, cheering for his Cleveland sports teams, and sp

Key Contact

SW

STEPHANIE WEIR

CCO

📞 (614) 545-0300

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AUM

$2.9B

Location

COLUMBUS, OH

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