ANALYST, PORTFOLIO ANALYTICS & REPORTING

Gabriella Davis

As an Analyst on the Portfolio Advisory Team working within the Portfolio Analytics & Reporting Group, Gabriella is responsible for daily monitoring of client portfolios, client and regulatory reporting, and executing investment solutions for the firm’s family office portfolios. In Gabriella’s role, she supports the Directors in all investment matters, monitors cash positions and IPS restrictions and assists with client inquiries and onboarding. Gabriella works alongside families to optimize their investment solutions to meet their long-term intergenerational and philanthropic goals.

ANALYST, PORTFOLIO ANALYTICS & REPORTING

Gabriella Davis

HISTORY

Prior to joining TwinFocus, Gabriella worked at custodial bank in Boston alongside a specialized trade management team for high priority clients.

EDUCATION

Gabriella graduated from Simmons College where she earned a Bachelor of Arts in International Relations and also acquired a minor in Economics. While at Simmons, Gabriella spent a semester abroad in Berlin, Germany studying International Security and Relations.

OUTSIDE THE OFFICE

Gabriella was born and raised in Duxbury, Massachusetts. She currently resides in the North End and loves to discover new classic Italian restaurants and cafes. She loves learning new languages, soccer, and traveling. Not to mention going to Duxbury Beach as much as possible.