SENIOR ASSOCIATE, CLIENT ADVISORY
Carl Bradshaw
Carl is a member of the Client Advisory Team and works directly with the firm’s Directors to implement integrated wealth management solutions for family office clients under TwinFocus’ total balance sheet approach.
SENIOR ASSOCIATE, CLIENT ADVISORY
Carl Bradshaw
Carl is a member of the Client Advisory Team and works directly with the firm’s Directors to implement integrated wealth management solutions for family office clients under TwinFocus’ total balance sheet approach.
HISTORY
Carl joined TwinFocus as a Senior Associate after earning valuable experience servicing affluent client families and high net worth individuals within the wealth management division of First Republic Bank in Boston. Having a strong desire to ensure his clients receive the highest level of attention, his role was dedicated to working diligently with clients in multidisciplinary aspects relating to their individual needs and financial objectives, concentrating in complex estate planning and risk management programs.
EDUCATION
Carl earned his B.S. in Economics at Pennsylvania State University, where he was a member of the Men’s Rugby Team.
Carl holds the Series 63 and is a duly Registered Investment Advisor.
OUTSIDE THE OFFICE
Outside of work, Carl enjoys boating and spending time on the water with friends and family.
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