Built on Principle. Driven by Purpose.
We’re more than advisors—we’re trusted partners in the lives of those we serve. Windward Capital was founded on a simple idea: that honest, independent financial advice has the power to transform lives. We hold ourselves to the highest fiduciary standards and deliver the kind of personalized guidance that large institutions simply can’t match.
Joseph Robillard
CEO
Joseph Robillard is a seasoned investment professional with over 2 decades of experience in finance, mergers and acquisitions, and asset management. As CEO of both Windward Capital Management Co. as well as SL Reed & Co., he leads the firm’s strategic vision and serves as a trusted advisor to institutional and high-net-worth clients nationwide. Mr. Robillard has acted as a named fiduciary on billions of dollars in client assets, providing stewardship with a focus on prudent risk management, long-term growth, and mission alignment.
Prior to assuming the role of CEO Mr. Robillard spent a decade as Managing Director and investment committee member at Windward, where he specialized in institutional asset management, consultant relations, and portfolio oversight. His responsibilities included crafting and consulting on investment policy statements, designing asset allocation strategies, and supporting endowment governance and administration. In addition to his corporate responsibilities, he was a senior member of the Investment Policy Committee and Research Committee.
Mr. Robillard has advised respected nonprofit and educational institutions, including Los Angeles City College Foundation, Los Angeles Harbor College, Pierce College, The Herb Alpert Foundation, etc. He brings a disciplined, transparent, and client-first approach to each engagement, with a strong track record of aligning investment strategies with client needs and philanthropic missions.
Beyond his professional engagements, Mr. Robillard is an active civic leader who serves on several philanthropic boards and volunteers in mentorship and youth sports programs. He is passionate about building stronger communities through education, empowerment, and service.
Mr. Robillard holds a Bachelor of Arts degree from the University of California, Santa Barbara, and is widely regarded for his ethical leadership, strategic insight, and commitment to fiduciary excellence.
Donald Bessler, CPA
Chief Investment Officer • Portfolio Manager
Mr. Bessler came to Windward Capital Management Co. from First American Capital Management where he was a Senior Portfolio Manager/Senior Vice President. Prior to First American Capital Management, he was a Principal and the Director of Research at Roxbury Capital Management LLC, a $14 billion asset management firm in Los Angeles. As Director of Research and voting member of the Investment Committee, he supervised a team of six Equity Research Analysts in addition to personally managing more than $1 billion in client assets.
He was also responsible for managing the Roxbury Special Situations Portfolio and the Special Situations Hedge Fund. Mr. Bessler began his career as a Certified Public Accountant and attained the level of Audit Manager with the accounting firm Price Waterhouse. During the six years he worked in New York, he was responsible for the corporate audits of such firms as Chase Manhattan Bank, Eastman Kodak, and Oppenheimer & Co. Mr. Bessler graduated summa cum laude from Lehigh University with a BS in Finance, a BS in Accounting, and a BA in Psychology. Mr. Bessler has managed accounts for Catholic Healthcare West in San Francisco, Eli Lilly Co., Guidant Corp., Texas A&M University, and the University of South Florida.
Kenneth Kilpo
AIF® • Managing Director, Advisory Services
Mr. Kilpo has over thirty years of experience in the financial services industry consulting with high net worth individuals and small- to mid-size corporations. He is a member of the Board of Directors at Windward Capital Management Co. Prior to joining Windward Capital Group Inc., he was a Financial Consultant at Merrill Lynch. Mr. Kilpo has a Bachelor of Arts degree in Economics from the University of California at San Diego.
Vicki Redhouse
Director of Operations
Vicki Redhouse serves as Director of Operations for Windward Capital and has been with the firm for over 25 years. Her responsibilities include day-to-day management of the operations area as well as customer account reconciliation and order entry, among other client services. She also serves on the firm’s Anti-money Laundering committee. Ms. Redhouse has over 35 years of professional operations and administrative experience in the financial services industry.
She has worked in the greater Los Angeles area with several large national/regional wire-house firms including Oppenheimer, PaineWebber & Co., and Sutro & Co. throughout her career. Prior to coming to Windward Capital, she served as the office manager/operations manager at Drake and Company, reporting to the branch manager.
Ms. Redhouse holds Series 7, 63 and 24 securities licenses.
Jeremy Johnson
Director of Compliance
Jeremy Johnson serves as Director of Compliance and is responsible for the day-to-day regulatory compliance at Windward Capital Management Company and has been with the firm for over 25 years. Jeremy also plays an integral part in all operational aspects of the firms. Formerly, he was Operations Manager of the Fidelity Office in Irvine CA and later with the Fidelity Office in Salt Lake City, Utah. Jeremy is also responsible for keeping our staff up to date through the firms continuing education program, including our annual compliance meetings, as well as all new and proposed regulatory/legal changes to our business that may affect our clients.
Mr. Johnson holds Series 4, 6, 7, 9, 10, 24, and 53 securities licenses.
Katherine Galway
Trading/Operations
Ms. Galway came to Windward Capital from Dimensional Fund Advisors and has been with the firm for over 13 years. Throughout her extensive career in financial services, she has worked at Deutsche Bank, Credit Suisse Securities and Bank of America Investment Services. Her responsibilities at Windward Capital include equity trading, order entry and account reconciliation.
Ms. Galway holds a B.A. degree from University of California, Berkeley in Interdisciplinary Studies/International Economics and Relations, and a B.A. in Slavic Languages and Literatures.
Ms. Galway holds Series 7, and 66 securities licenses.
