CO-FOUNDER & MANAGING PARTNER

Paul Karger, CFA

Paul partners with the firm’s key clients to advise them through a broad range of complex business, financial & life decisions. Paul also leads the firm’s direct investing efforts in private equity and real estate.

CO-FOUNDER & MANAGING PARTNER

Paul Karger, CFA

HISTORY

Before founding TwinFocus in 2006, Paul founded The Karger Group at UBS where he led a team that counseled global high-net-worth families. He began his career in investment banking at Leerink, went on to join PaineWebber in wealth management in 1999, which was ultimately acquired by UBS in 2000.

EDUCATION

Paul holds the designation of Chartered Financial Analyst and is a member of the Boston Security Analysts Society, CFA Institute, and the Investment Management Consultants Association. He earned his CIMA at the University of Pennsylvania’s Wharton School of Finance and holds a B.S. in Manufacturing Engineering from Boston University. Paul was the recipient of the Outstanding Alumni Award in 2012 from Boston University. He endowed the Theo de Winter Distinguished Faculty Fellowship honoring his professor and longtime mentor.

OUTSIDE THE OFFICE

Paul has been involved from a grass roots to the board level as founder, executive, director, advisor and supporter for over 20 years with various nonprofits across the arts, education, healthcare and community development. Paul co-founded and serves currently as foundation board president of the Bridge Boston Charter School in Roxbury. He is a member of Young President’s Organization (YPO), Summit Series, The Quin of Boston, University Club of Boston, Aquidneck Club, Harry’s Bar London, and Metropolitan Club of New York. Paul served as a Commissioner on the State Athletic Commission, most recently as Chairman, overseeing the regulation of combat sports for the Commonwealth of Massachusetts from 2016 to 2022.

Paul has had a lifelong passion for martial arts and actively trains in Brazilian Jiu Jitsu, Muay Thai Kickboxing, Kali and Jeet Kune Do. He also enjoys steep & deep downhill skiing, cooking for all whenever/wherever he goes, and above all else, spending time with loved ones. Paul lives between Boston’s South End and a farm in Middletown, Rhode Island with his wife Melissa and their two sons, Paul Jagger (PJ) and Lennon and daughter, Charlie.