SENIOR ASSOCIATE, CLIENT SERVICE

Heather Canty


Heather is a Senior Associate within the Client Service Group working out of the firm’s Boston headquarters.  Heather is responsible for servicing the needs of multigenerational families and providing guidance & support.  Her efforts involve a highly interactive, collaborative approach with client families and their outside advisors. Taking a true team approach, she liaises with all the firm’s business units including Client Advisory, Investment Research and Portfolio Management teams as well as outside professionals to deliver on the firm’s holistic and bespoke wealth management solution.

SENIOR ASSOCIATE, CLIENT SERVICE

Heather Canty


Heather is a Senior Associate within the Client Service Group working out of the firm’s Boston headquarters.  Heather is responsible for servicing the needs of multigenerational families and providing guidance & support.  Her efforts involve a highly interactive, collaborative approach with client families and their outside advisors. Taking a true team approach, she liaises with all the firm’s business units including Client Advisory, Investment Research and Portfolio Management teams as well as outside professionals to deliver on the firm’s holistic and bespoke wealth management solution.

HISTORY


Prior to joining TwinFocus, Heather was an Associate Regional Director at Wells Fargo Asset Management where she provided investment advisors with investment and practice management solutions. With fourteen years’ experience in the financial services industry, Heather brings a breadth of knowledge across global alternative investments, business analytics, and client service operations.

EDUCATION


Heather graduated Magna Cum Laude from Framingham State University where she earned a Bachelor of Science in Business Administration with a marketing concentration. In addition, she has successfully obtained the Series 7, 63 & 65 licensees and is an Investment Advisor Representative. (IAR)

OUTSIDE THE OFFICE


Raised in a small-town West of Boston, Heather enjoys exploring hiking trails, watching New England sports, and competing in 5k races.