TwinFocus is proud to sponsor the Women’s Foundation of Boston’s third annual Make Her Mark event, taking place on September 19. This year’s theme, Celebrating Financial Empowerment, speaks to our mission to help families make the most of their wealth. Please join us in supporting this important organization – learn how you can get involved by clicking here

TwinFocus is proud to sponsor the Women's Foundation of Boston's third annual Make Her Mark event, taking place on September 19.…

We’d like to extend a huge thank you to everyone who attended our investment conference, “The World in Focus with TwinFocus,” this week. We had an amazing turnout of clients, associates, and friends from around the globe, exemplifying the strength of the TwinFocus community. Our world-class speakers showcased their expertise and investment focus.

Paul Karger, CFA, co-chaired the 10th Annual RIA Central Investment Forum 2024 in Chicago alongside Jack Ablin of Cresset Partners. It was great to connect with all of the speakers and attendees within the investment advisor community!

We are excited to announce our two latest promotions: Josette Beatrice to Senior Associate and Jonathan Pate to Senior Analyst. Josette is an integral part of our Client Advisory Team, and Jon plays a key role in portfolio analytics and reporting. At TwinFocus, our people are our strength!

We are happy to announce the promotion of Managing Director, Elizabeth Gardner, to Chief Compliance Officer

TwinFocus is a proud finalist for “Best Private Wealth Manager, Client Service” in the With Intelligence Private Asset Management Awards. This recognition underscores our commitment to delivering exceptional service to our clients!