Advisors at this firm
Joseph R
Series 65, Series 66
Los Angeles, CA
Windward Capital Management Co
Joseph Robillard is a financial advisor with Windward Capital Management Company in Los Angeles, CA, holding Series 65 and Series 66 credentials and 15 years of industry experience. He has been with Windward and affiliated firm S.L. Reed & Company since 2010. Outside of his advisory role, he is the owner of an entertainment and restaurant business in Mammoth Lakes, CA. Windward Capital Management Company provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses tailored investment strategies through in-house model portfolios and a variety of equity and fixed-income approaches, often combining these with third-party models.
Donald B
Series 63, Series 65, Series 66
Los Angeles, CA
Windward Capital Management Co
Donald Bessler is a financial advisor with Windward Capital Management Company in Los Angeles, holding Series 63, 65, and 66 licenses and 23 years of industry experience. He has worked at both S.L. Reed & Company and Windward Capital Management since 2004. Windward Capital Management provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs tailored investment strategies through in-house model portfolios and a variety of equity and fixed-income approaches, often incorporating third-party money managers and sub-advisory services.
Kenneth K
Series 63, Series 65
Los Angeles, CA
Windward Capital Management Co
Kenneth Kilpo is a financial advisor with Windward Capital Management Company in Los Angeles, CA. He holds Series 63 and Series 65 designations and has 31 years of industry experience. Kilpo has been with Windward since 2003 and is also associated with S.L. Reed & Company since 2000. Windward Capital Management Company provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs tailored investment strategies through in-house model portfolios and various equity and fixed-income approaches, and it also offers sub-advisory services to other registered investment advisers.
