Our Team

Bryce is a principal in Douglass Winthrop Advisors, LLC. Previously, Bryce was a senior portfolio manager at Nicholas Advisors, Inc. (NAI). for eight years. During this period he was also responsible for asset allocation and manager selection. Prior to NAI, he worked at Lazard Frères Asset Management as an analyst in the Fixed Income group. Bryce was appointed by the Governor of New York to serve as a Commissioner of the Palisades Interstate Park Commission. He also serves on the boards of Glynwood, a non-profit focused on regenerative agriculture in the Hudson Valley; The Rippowam Cisqua School in Bedford, New York; the Palisades Park Conservancy; Wave Hill, the New York Public Garden and Cultural Center; and on the Board of Advisors for the Mianus River Gorge Preserve. He has also served on the board of Part of the Solution, an organization helping low-income individuals move from crisis to stability. Bryce received a BS from the University of Vermont and an MBA from the McDonough School for Business at Georgetown University.

Josh is a principal in Douglass Winthrop Advisors, LLC in the New York office.  Prior to joining DWA, he spent 20 years in San Francisco managing venture capital investments as the Founder of Consor Capital, LLC and a Principal at Sterling Payot Company. Josh began his career in the Merchant Banking Group at Donaldson, Lufkin & Jenrette in New York City. He is currently on the Board of Directors of One-Revolution.org, Best Day Brewing, and WebSight Design Inc. and is a former Co-Chair of the NOLS Advisory Council. Josh is graduate of National Outdoor Leadership School (NOLS), Deerfield Academy and Yale College, where he was on the Varsity Lacrosse team.

Bowdy is a principal in Douglass Winthrop Advisors, LLC, working in the firm’s Washington, DC office. He has over 25 years of experience in the investment management industry. Bowdy joined DWA from the Grosvenor Funds, a Washington, DC-based venture capital company where he was a founding principal. He led many of the firm’s investments in biotech, telecommunications, Internet and e-commerce. He was also a Founder and Principal of BlueWing Asset Management, a firm which made direct investments in mortgage backed securities and their derivatives. Bowdy began his career practicing with the law firm Pillsbury Winthrop Shaw Pittman LLP based in Washington, DC where his practice focused on corporate finance, including mergers and acquisitions and venture capital. Bowdy also spent two years as Deputy Assistant Administrator of the US Environmental Protection Agency with responsibility for toxic waste management and cleanup. Bowdy serves as an Advisor to the Civil Courage Prize and as a member of the board of the Waterfowl Research Foundation. Previously, he served on the boards of The Nature Conservancy, MD/DC Chapter, Hospice Care of the District of Columbia, the African Wildlife Foundation, The Ocean Foundation, and ORB Media. Bowdy received a BA in Economics from Trinity College and a JD from Georgetown University, where he served as an editor of the Tax Lawyer.

Oak is a principal in Douglass Winthrop Advisors, LLC, working in the firm’s Washington, DC and West Palm Beach, FL offices. Prior to Douglass Winthrop, he was the Chief Financial Officer and Partner at the Grosvenor Funds, a Washington, DC- based venture capital firm where he made and managed investments in early-stage technology and healthcare companies. He was also a Founder and Principal of BlueWing Asset Management, a firm which makes direct investments in asset-backed securities. Oak is the Chair of the Sibley Memorial Hospital Foundation and is a member of the board of directors of Sibley Memorial Hospital, John Hopkins Medicine. He also serves as Vice Chair of the Washington Home, a 125 year old Washington-based foundation that provides funding to entities that deliver innovative programs to improve the quality of life for elderly and/or terminally ill residents in the Washington, DC area. Oak received a BA from The George Washington University and an MBA from the McDonough School of Business at Georgetown University.

Pam joined Douglass Winthrop Advisors, LLC as a managing director, and has since become a principal in the firm. Previously, she spent over 31 years at Train, Babcock Advisors, LLC as a Managing Member and portfolio manager. Pam earned her BA in Economics from Mount Holyoke College.

Dan is a principal in Douglass Winthrop Advisors, LLC, where he oversees the firm’s Sustainable Equity Strategy. Dan’s background at the intersection of business and the environment spans leadership roles in investing, manufacturing, academia, the non-profit sector and the federal government.  Prior to joining DWA, Dan was a Director at cleantech private equity firm, MissionPoint Capital Partners, and worked with Sir Chris Hohn and the endowment of the Children’s Investment Fund Foundation on private investing in climate change mitigation.  He co-founded and later served as CEO of Flowcastings GmbH, an innovative manufacturing company enabling efficiency gains and emissions reduction in the power and aviation sectors.  He also held strategy and operating positions in two Fortune 500 media companies. Dan served as an appointee at the U.S. Environmental Protection Agency, where he played a key role in launching public/private partnerships to invest in environmental technologies and in developing the first U.S. National Action Plan on Climate Change. He was later appointed to the advisory committee of the U.S. National Climate Assessment. Dan won an Emmy Award as Executive Producer of the Showtime TV series, Years of Living Dangerously, which communicated climate change impacts and solutions to a U.S. and global audience. Dan also was appointed a Senior Fellow at Conservation International, where he developed a platform for evaluating corporate sustainability with philanthropic support from the Hewlett Foundation and ClimateWorks Foundation. He served as Associate Dean at the Yale School of Forestry and Environmental Studies, during which he authored the book Americans and Climate Change. Dan received his AB, magna cum laude, from Harvard College and his MBA from Harvard Business School. He also received an MA and PhD from Stanford University.

Ted is a principal at Douglass Winthrop Advisors, LLC, working in the Washington, D.C. office. Prior to joining the firm, he was co-founder and managing partner of Sweetbay Capital Management, a value-oriented investment firm. Earlier in his career, he was an analyst and partner with a long/short equity hedge fund on the Tiger Management platform in New York.  Ted is also an adjunct professor of value investing at the McDonough School of Business at Georgetown University, and he serves on the board and chairs the Investment Committee of Forge Insurance, a commercial auto insurance company. Ted received a BA from the University of North Carolina at Chapel Hill and an MBA from Columbia University’s Graduate School of Business.

Garrett joined Douglass Winthrop Advisors, LLC as an associate in the New York office, and has since become a vice president. Garrett is a portfolio manager and supports the Investment Committee as an equity research analyst. Prior to joining the team, Garrett was an analyst at Forester Capital, LLC, a fund of hedge funds based in Greenwich, CT. Garrett graduated magna cum laude from Duke University and received his MBA from Bryant University. He is a CFA charterholder.

Charlie is a Vice President at Douglass Winthrop Advisors, LLC. Prior to joining DWA, he co-founded Frentz O'Donnell Investments Limited, an Asia-focused investment manager, where he served as Managing Partner. Previously, he worked at Tree Line Advisors, a hedge fund based in Hong Kong. He began his career with Jardine Matheson as a member of its executive training program.He serves on the Andover Development Board and is a member of the Leadership Council of Success Academy Charter Schools.Charlie graduated from Harvard College and is a CFA charterholder.

Cody is a trader in the NYC office.  Prior to joining Douglass Winthrop, Cody was an Equity Trader for Rosenblatt Securities, as a member of the firm’s trading unit on the Floor of the New York Stock Exchange. Preceding his work with Rosenblatt Securities, Cody was an Investment Analyst at Knott Partners L.P. Cody received his BS from the Robert H. Smith School of Business at the University of Maryland.

Michael joined Douglass Winthrop Advisors, LLC as a research analyst in the New York office with a primary focus on the DWA Sustainable Equity Strategy. Prior to joining the team, Michael was a research analyst at UBS Asset Management where he worked as an Infrastructure Private Equity Investor, generalist Long-Only Public Equity Investor, and generalist Long/Short Public Equity Investor. Michael graduated summa cum laude from the University at Albany with a dual BSc. degree in Financial Analysis (FAH Program) and Accounting.

Luke serves as a trader in the firm's NYC office. Prior to joining Douglass Winthrop, Luke was an analyst at HAGO Capital, where he worked as a generalist long/short public equities investor. Preceding his work with HAGO Capital, Luke was an entrepreneur and the founder of Legacy Digital, a modern social media app helping families chronicle their history.Luke graduated from Brown University with a B.A. in Business Economics.

Keith is a Senior Managing Director at Douglass Winthrop Advisors, LLC. Previously, Keith was a Senior Managing Director at Northern Trust Corporation where he led a team of professionals providing holistic wealth management services for individuals and families. Prior to joining Northern Trust in 2009, Keith worked at US Trust for 18 years, where he served as a Managing Director in its Wealth Management Group. He began his career working at Price Waterhouse Cooper as a personal income tax associate. Keith received his BA from Binghamton University.

Olivia works on the wealth management team in the NYC office. Olivia is actively involved in financial planning and has volunteered for various organizations, including Rock the Street, Wall Street, a non-profit financial literacy program designed to spark the interest of high school girls into careers of finance.  She was also the coordinator for the MoneyW!SE program at the Family Justice Center in Manhattan for the Spring 2019 courses. Olivia received her BS in Business Management from the Kelley School of Business at Indiana University.  She completed the New York Bankers Association Essentials of Trust Administration program and received her CERTIFIED FINANCIAL PLANNER® certification in 2017.  She became a Full Member of STEP (Society of Trust and Estate Practitioners) in 2021.

Zelle joined Douglass Winthrop Advisors, LLC as a wealth management associate in the New York office. Prior to Douglass Winthrop, Zelle was an associate at the Money Management Institute, an industry association representing financial services firms that provide investment advisory solutions to investors. Zelle received her BA in Economics from Bowdoin College. She completed the New York Bankers Association Essentials of Trust Administration program and received her CERTIFIED FINANCIAL PLANNER® certification in 2024.  She became a Member of the Estate Planning Council of New York City in 2024.