Andreas Migliaccio, CFA®
Analyst
Investment Team
Andreas works with families to design and implement investment solutions that support their long-term, intergenerational, and philanthropic goals. He helps ensure the accuracy of family office balance sheets through portfolio monitoring, client and regulatory reporting, and execution of investment strategies across the firm’s portfolios. Andreas also plays a key role in onboarding new client relationships, contributes to the valuation and review of private investments, and partners with directors on cash management, IPS oversight, investment research, and client inquiries, while helping enhance reporting processes and other client deliverables.
Prior to joining TwinFocus, Andreas was an Analyst on the Family Office team at BNY Mellon where he served as a liaison between the firm’s operations, client service, and investment management teams. Andreas graduated from Elon University where he earned a Bachelor of Science in Business Administration degree with a major in Finance and minor in Communications.
Andreas holds the Chartered Financial Analyst (CFA) designation, is an active member of CFA Society Boston, and is a registered Investment Adviser Representative (IAR).
Get to know Andreas.
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
Knowing I couldn’t fail, I would play on the PGA tour.
What do you enjoy most about your job?
My favorite part of my position is the constant variety. Each day brings something different, and those unexpected challenges give me great opportunities to learn and stretch my skills.
What do you enjoy doing outside of work?
During the winter months I enjoy going up to Vermont and New Hampshire to ski. And in the summer, I enjoy sailing/fishing in the Boston harbor, and golfing with friends on weekends.
What unique personal skills make you great at your role at TwinFocus?
I’m naturally a very curious person. I’m always drawn to the ‘how’ and ‘why’ behind things, and that helps me look beyond the surface, understand issues more fully, and contribute more thoughtfully in my role.