Ken Polay serves as Chief Operating Officer at Windrose Advisors, where he oversees the firm’s Client Service and Operations teams. A member of the Windrose team since its founding, Ken brings over 30 years of experience in wealth planning and family office management. He also serves on the firm’s Investment Committee and works directly with some of Windrose’s largest and most complex client families—many spanning two or three generations.

Ken is known for building deep, enduring relationships with families, guiding them through the full spectrum of financial planning. His work integrates estate and income tax planning, insurance strategy, major asset purchases, philanthropic initiatives, and more. He has a particular passion for mentoring rising generations, helping them embrace stewardship and carry forward their family legacies.

Prior to joining Windrose, Ken was a Vice President at RINET Company, where he led a wealth planning team. Earlier in his career, he founded and managed a family office for the two founding general partners of Summit Partners. He also held roles at a boutique tax and financial advisory firm and a regional accounting firm.

Ken earned a business degree in accounting from the University of Michigan in 1988. He is a Certified Public Accountant in the Commonwealth of Massachusetts and became a Certified Financial Planner™ in 1997.

Ken lives in Hopkinton, Massachusetts, and has two grown children. He has served on numerous executive boards supporting local government and youth sports. Outside the office he enjoys travel, exploring new restaurants, hiking, and Wolverine football.