ASSOCIATE, CLIENT ADVISORY

Josette Beatrice

Josette is an Associate on the Client Advisory Team where she plays an integral role, working in concert with the firm’s Directors, to support the complex needs of the firm’s select clientele.

ASSOCIATE, CLIENT SERVICE

Josette Beatrice

Josette is an Associate on the Client Advisory Team where she plays an integral role, working in concert with the firm’s Directors, to support the complex needs of the firm’s select clientele.

HISTORY

Prior to joining TwinFocus, Josette worked as an Associate at BNY Mellon Wealth Management where she provided operations, administrative and project management support across various internal Wealth Management Teams. She delivered impeccable client service to a wide variety of relationships, effectively maintaining a high level of client satisfaction.

EDUCATION

Josette graduated Cum Laude from Roger Williams University where she earned a Bachelor of Science in Finance with a double minor in Business Management and Psychology.

OUTSIDE THE OFFICE

Josette grew up in a small town south of Boston and currently resides in South Boston. In her free time she enjoys yoga, skiing, and cooking.