SENIOR ASSOCIATE, CLIENT ADVISORY

Forrestel Nugent


Forrestel (“Forrest”) is a Senior Associate within the TwinFocus Client Advisory Group working out of the Boston headquarters delivering on the firm’s total balance sheet approach. Having a strong desire to ensure his clients receive the highest level of attention, Forrest is dedicated to working diligently with clients in multidisciplinary aspects relating to their individual needs and financial objectives. Forrest is passionate about providing a high level of service and possesses an exceptional understanding of financial planning and demonstrated track record of developing enduring relationships.

SENIOR ASSOCIATE, CLIENT ADVISORY

Forrestel Nugent


Forrestel (“Forrest”) is a Senior Associate within the TwinFocus Client Advisory Group working out of the Boston headquarters delivering on the firm’s total balance sheet approach. Having a strong desire to ensure his clients receive the highest level of attention, Forrest is dedicated to working diligently with clients in multidisciplinary aspects relating to their individual needs and financial objectives. Forrest is passionate about providing a high level of service and possesses an exceptional understanding of financial planning and demonstrated track record of developing enduring relationships.

INFLUENCE


An accomplished financial services professional, Forrestel joined TwinFocus with many years of experience in the UHNW private wealth industry.  He began his career with a private banking team at Merrill Lynch during his Senior year of college. From there, he joined First Republic’s private wealth management division where he was the lead point person for client relationships exemplifying personal attention and management of holistic wealth solutions.

EDUCATION


Forrest is a graduate of the Hobart and William Smith Colleges where he earned a Bachelor of Arts in Economics and Media & Society graduating with honors as a Presidential Leadership Scholar.  He holds both the Series 63 and 65 and is a duly Registered Investment Advisor.  Forrest is currently pursuing his Certified Financial Planner (CFP) designation.

OUTSIDE THE OFFICE


Outside of work, Forrestel is a classically trained chef who enjoys creating recipes, fly fishing, and competing in triathlons.