Mr. Winkler provides a broad range of consulting services to Verus’ clients. His responsibilities include asset allocation, investment policy development, and providing consultant support to the Seattle based consulting team. Mr. Winkler’s areas of specialization include transition management and custodial services. In addition, he oversees the consulting associates based in Seattle to ensure they receive adequate training and mentorship and encourage a unified team dynamic.
Prior to joining Verus in 2010, Mr. Winkler worked as a financial advisor for John Hancock Financial Network where he helped small businesses and individuals achieve their long-term financial goals and insurance needs.
Mr. Winkler is a member of the Phi Beta Kappa honor society, holds a master’s degree in business administration (MBA) with distinction in international business from the Hawaii Pacific University, and a bachelor of arts with distinction in economics from the University of Hawaii. He is a CAIA (Chartered Alternative Investment Analyst) charter holder since 2012.