ANALYST, PORTFOLIO ADVISORY

Francesca Anselmo


Francesca is a Portfolio Analyst and a member of the Firm’s broader Investment Team. Family Office portfolios require day-to-day monitoring & tracking, and Francesca provides this oversight. 

Francesca’s responsibilities include portfolio construction & analysis, portfolio accounting & reporting, and trade implementation & execution. Additionally, Francesca assists various team members with investment research and client relations. She also works on special projects related to enhancing TwinFocus’ risk management and investment reporting solutions as well as other client deliverables. 

ANALYST, PORTFOLIO ADVISORY

Francesca Anselmo


Francesca is a Portfolio Analyst and a member of the Firm’s broader Investment Team. Family Office portfolios require day-to-day monitoring & tracking, and Francesca provides this oversight. 

Francesca’s responsibilities include portfolio construction & analysis, portfolio accounting & reporting, and trade implementation & execution. Additionally, Francesca assists various team members with investment research and client relations. She also works on special projects related to enhancing TwinFocus’ risk management and investment reporting solutions as well as other client deliverables. 

HISTORY


Prior to joining TwinFocus, Francesca worked at an investment software company in Connecticut, where she gained experience in financial instruments. 

EDUCATION


Francesca graduated from the University of New Hampshire where she earned a Bachelor of Business Administration in Finance and Investments. Despite growing up favoring New York City sports, her time at UNH has turned her into a devoted Boston sports fan.  

OUTSIDE THE OFFICE


Francesca was born and raised in New Canaan, Connecticut.  She enjoys visiting New York City shows and restaurants with her family and friends. She also loves traveling – spending most of her summers visiting family in Bordeaux, France and winter vacations at her family’s second home in Puerto Rico.