DIRECTOR, CLIENT ADVISORY

Elizabeth Campana, MBA, CFP®


Elizabeth (“Liz”) is a Director within the TwinFocus Client Advisory Group working out of the Boston headquarters where she serves clients’ daily needs and provides guidance and support.  Liz is responsible for managing complex family office engagements across multigenerational families.  Her efforts involve a highly interactive, collaborative approach with client families and their advisors, employing sophisticated planning techniques delivering on intergenerational wealth transfer strategies and the management of sophisticated philanthropic programs.  Taking a true team approach, she liaises with the firm’s Service, Investment Research and Portfolio Advisory teams as well as outside professionals to deliver holistic and bespoke wealth management solutions.

DIRECTOR, CLIENT ADVISORY

Elizabeth Campana, MBA, CFP®


Elizabeth (“Liz”) is a Director within the TwinFocus Client Advisory Group working out of the Boston headquarters where she serves clients’ daily needs and provides guidance and support.  Liz is responsible for managing complex family office engagements across multigenerational families.  Her efforts involve a highly interactive, collaborative approach with client families and their advisors, employing sophisticated planning techniques delivering on intergenerational wealth transfer strategies and the management of sophisticated philanthropic programs.  Taking a true team approach, she liaises with the firm’s Service, Investment Research and Portfolio Advisory teams as well as outside professionals to deliver holistic and bespoke wealth management solutions.

INFLUENCE


Graced with an adept awareness for each client’s motivations, Liz is an inspired ambassador for the families she advises. Instilling purpose behind her work, the solutions she expertly seeks to create are guided by the impact a decision today will have on generations to come. Analytics and examination provide the means to satisfy the question du jour, but Liz’s clear comprehension for what a family desires their legacy to be is where she offers true counsel.  Educated in innovative single family office wealth advisory and experienced in approaching the unfamiliar, Liz applies a multidisciplinary skill set to achieving her client’s goals. Maintaining strong personal relationships with all parties helps smoothly guide the decision-making process.

HISTORY


Prior to joining TwinFocus, Liz served as the Investment Director at Cabot-Wellington, LLC, a multigenerational single-family office in Boston. As Investment Director, she oversaw $700M of individual, trust and foundation assets. Working closely with each family member, she provided customized investment advice and complex wealth transfer planning strategies. Prior to Cabot-Wellington, Elizabeth spent five years at Wellington Management in several capacities leading various initiatives within the firm’s Investment Research Services group as a subject matter expert on proxy voting, ESG, and corporate access. Elizabeth began her career in 2008 as a financial advisor for AXA Equitable in their Retirement Benefits Group.

EDUCATION


Liz is a Certified Financial Planner (CFP), a Chartered Advisor in Philanthropy (CAP) and is finalizing her Accredited Estate Planner (AEP) designation. She obtained a BS in finance from the University of Buffalo and an MBA and master’s in finance from UMASS Amherst.  Liz is a level 2 CFA candidate, and volunteers for the CFP Board as a subject matter expert.

OUTSIDE THE OFFICE


Liz is a resident of Charlestown, a Buffalo native, and a life-long Bills fan. She is a passionate learner and advocate for opportunity. She can often be found studying, baking an intricate pastry, or doing burpees in time to 90’s rock. She is the founder of the Ladies Lifting Up Ladies Scholarship Fund, which benefits women pursuing an education in a STEM field from her high school alma mater.