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Daniel Castle - Email & Phone Number

Director, Advanced Planning at Winthrop Wealth

Daniel Castle is based out of Boston, Massachusetts, United States and works at Winthrop Wealth as Director, Advanced Planning .

Daniel Castle's Contact Information

Daniel Castle's Work email
d*****@winthr***.com
Valid
Latest update
October 15, 2025
Location
Boston, Massachusetts, United States

Daniel's current employer

Winthrop Wealth logo

Winthrop Wealth

Description
Clients first – is the bedrock of our philosophy. Private Wealth Management
HQ Location
Boston, Massachusetts, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Daniel Castle

What company is Daniel Castle working for?
Daniel Castle works for Winthrop Wealth.
What is Daniel Castle's function at Winthrop Wealth?
Daniel Castle is Director, Advanced Planning at Winthrop Wealth.
Where is Daniel Castle based?
Daniel Castle is based out of Boston, Massachusetts, United States.
What is Daniel Castle's work email address?
Daniel Castle's professional email address is d*****@winthr***.com
Who are Daniel Castle's co-workers?
Daniel Castle's colleagues are Max Winthrop, Earl Winthrop, Mark Winthrop, Alan Slaughter, Kenneth Dean, Kelsea Tower, Andrew Murphy, Alexandra Balukonis, Michael Banchick, Robert Zola, Lucas Winthrop, Richard Horvitz, MBA, Jonathan Hunter, Richard Onge.
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Daniel's co-workers

Max Winthrop avatar
Max Winthrop
Chief Executive Officer
Earl Winthrop avatar
Earl Winthrop
President, Founding Partner, and Wealth Advisor
Mark Winthrop avatar
Mark Winthrop
President, Founding Partner, Wealth Advisor
Alan Slaughter avatar
Alan Slaughter
Director of Operations and Client Service
Kenneth Dean avatar
Kenneth Dean
Senior Director of Financial Planning
Kelsea Tower avatar
Kelsea Tower
Director, Operations and Client Service
Andrew Murphy avatar
Andrew Murphy
Co-Chief Investment Officer
Alexandra Balukonis avatar
Alexandra Balukonis
Senior Associate, Client Communications and Marketing
Michael Banchick avatar
Michael Banchick
Chief Technology Officer
Robert Zola avatar
Robert Zola
Financial Planner and Wealth Advisor - New York
Lucas Winthrop avatar
Lucas Winthrop
Chief Operating Officer / Wealth Advisor
Richard Horvitz, MBA avatar
Richard Horvitz, MBA
Financial Controller
Jonathan Hunter avatar
Jonathan Hunter
Wealth Advisor
Richard Onge avatar
Richard Onge
Chief Compliance Officer, Wealth Advisor
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