Working With Us

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Working with us

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We strive to help our clients exceed their long-term goals and objectives in an environment of operational excellence. If you are interested in evaluating or working with Windmark Investment Partners, we invite you to reach out to us.

We build customized portfolios for our clients using “best in class” investment managers to help achieve specific investment and portfolio objectives. If you are an investment manager interested in working with Windmark Investment Partners, we invite you to reach out to us.

We are always looking for talented professionals to join our team. If you would like to be considered for employment at Windmark Investment Partners, we invite you to reach out to us.

Careers

In order to succeed at Windmark Investment Partners, you will need to be:

  • Self-motivated with a proven record of high achievement.
  • Honest, objective and independent.
  • Intellectually curious and never stop asking questions with the tenacity to dig for information that is not easily available.
  • Enjoy the mentorship and camaraderie of working on a team.
  • Comfortable standing by your work and speaking up when you disagree.
  • Able to embrace mistakes as learning opportunities.
  • Able to demonstrate an exceptional ability to identify and think through opportunities and risks.
  • Passionate about investing.

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