SENIOR ASSOCIATE, CLIENT ADVISORY

Brooks Anderson, CFP®

Brooks serves as a Senior Associate on the Client Advisory Team working out of TwinFocus’ Boston headquarters. In his day to day, Brooks coordinates firm resources across Client Advisory, Investment Research and the Portfolio Management teams to optimize and implement each family office’s wealth advisory solution. He is passionate about understanding each family members’ specific needs through a categorical analysis of their total balance sheet and integrating advanced wealth planning techniques to meet the family’s goals. His focus on providing high-touch support and ensuring communication between trusted advisors helps deliver on the TwinFocus commitment to providing the highest quality bespoke single family office solution.

ASSOCIATE, CLIENT ADVISORY

Brooks Anderson, CFP®

Brooks serves as a Senior Associate on the Client Advisory Team working out of TwinFocus’ Boston headquarters. In his day to day, Brooks coordinates firm resources across Client Advisory , Investment Research and the Portfolio Management teams to optimize and implement each family office’s wealth advisory solution. He is passionate about understanding each family members’ specific needs through a categorical analysis of their total balance sheet and integrating advanced wealth planning techniques to meet the family’s goals. His focus on providing high-touch support and ensuring communication between trusted advisors helps deliver on the TwinFocus commitment to providing the highest quality bespoke single family office solution.

HISTORY

Before joining TwinFocus, Brooks worked as a Director at a family investment office based in Virginia, where he principally coordinated the operational and regulatory needs of the firm. During his time at the firm, he gained valuable experience providing comprehensive planning for complex family office structures and served as the firm’s point of contact for client service, cash management, retirement planning, and estate planning.

EDUCATION

Brooks earned his B.A. in English, Global Development, and Economics at the University of Virginia. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation and is currently pursuing the CFA designation.

OUTSIDE THE OFFICE

An avid hiker, Brooks has completed a thru hike of the Appalachian Trail and has summited peaks such as Mount Kilimanjaro, Mount Kenya, and many of the high peaks in the Adirondacks. Brooks can often be found sailing in Long Island during the summers and skiing in Killington during the winter months when not at home with his dog, Guinness.