SENIOR ASSOCIATE, CLIENT SERVICE

Kalindi Russell


Kalindi is a Senior Associate on the Client Service Team working out of the Boston headquarters where she attends to clients’ needs, providing support, and serving as a central point of contact.   Her efforts involve a highly interactive, collaborative approach with client families and their advisors executing on the Firm’s proprietary family office solution.

SENIOR ASSOCIATE, CLIENT SERVICE

Kalindi Russell


Kalindi is a Senior Associate on the Client Service Team working out of the Boston headquarters where she attends to clients’ needs, providing support, and serving as a central point of contact.   Her efforts involve a highly interactive, collaborative approach with client families and their advisors executing on the Firm’s proprietary family office solution.

HISTORY


Kalindi joined TwinFocus after earning valuable experience servicing affluent client families, high net worth individuals & institutions for over 15 years within various roles, most recently at CAPTRUST.  Having a strong desire to ensure her clients received the highest level of attention, her roles were dedicated to working diligently with clients in multidisciplinary aspects relating to their individual needs and financial objectives across wealth management, retirement services, insurance, and estate planning.

EDUCATION


Kalindi earned her Bachelor of Arts degree from the Boston University College of Communication.  In addition, she has obtained the Investment Foundations Certificate issued by the CFA Institute.

OUTSIDE THE OFFICE


Originally from Michigan, Kalindi has lived in the Boston area since 2000.  She enjoys exploring the outdoors with her family and two children.  Kalindi is also a kettlebell enthusiast, percussionist, and an occasional playwright of short plays.