David Wolfe, CFA® headshot

David Wolfe, CFA®

Senior Associate

Real Estate

David is a Senior Real Estate Associate, responsible for supporting TwinFocus’ real estate advisory efforts and guiding the wider investment team. He provides commercial real estate financial analysis, valuation analysis and asset management oversight to optimize family office clients’ balance sheets.

Prior to joining TwinFocus, David worked for the principal of a boutique multifamily owner/operator as an investment and acquisitions associate, focusing on building out their multifamily and hospitality portfolios. David graduated from the University of Massachusetts Amherst where he earned a Bachelor of Business Administration with a finance concentration. David is a CFA® charterholder, member of the CFA Society Boston and Real Estate Finance Association (REFA).

What interests me

Get to know David.

What do you enjoy most about your job?

What I enjoy most is evaluating investment opportunities and business plans, and seeing projects start to finish.

If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?

I’d travel the world working as a food critic, visiting all Michelin-star restaurants.

What do you enjoy doing outside of work?

In addition to spending time with friends and family, I like playing golf, basketball and volleyball.