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October 2023

TwinFocus Updates

https://www.globenewswire.com/news-release/2023/10/17/2761600/0/en/TwinFocus-Appoints-Former-BNY-Mellon-CIO-David-Daglio-as-Chief-Investment-Officer-and-Global-Investment-Strategist.html

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TwinFocus Updates

We were honored to welcome Kelly Young, CEO of Acadian Asset Management, to speak with our TwinFocus Women's Engagement Group on Monday. Kelly shared her inspiring career journey, reminding us that some of the most rewarding opportunities often arise from unexpected, serendipitous moments.

In The News

Barron’s sits down with Paul Karger and John Pantekidis to unpack the complex narrative surrounding the Commonwealth’s new tax on high earners.

TwinFocus Updates

We were honored to welcome renowned thought leaders to our annual The World in Focus with TwinFocus conference in Boston.

In The News

Where are the best places to invest in real estate in 2025? As Partner and Managing Director TwinFocus Real Estate Partners, Wil Ward, tells U.S. News & World Report, vacation locations have seen a parabolic increase in value.

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