Carl Bradshaw
Associate Director
Family Office Management Team
Carl works passionately with the firm’s directors to implement integrated wealth management solutions for family office clients under TwinFocus’ total balance sheet approach. Prior to joining the firm, Carl earned valuable experience servicing affluent client families and high-net-worth individuals within the wealth management division of First Republic Bank in Boston. He specializes in working diligently with clients in multidisciplinary aspects relating to their individual needs and financial objectives, concentrating on complex estate planning and risk management programs.
Carl earned his B.S. in economics at Pennsylvania State University, where he was a member of the men’s rugby team. Carl holds the Series 7 and Series 63.
Get to know Carl.
What do you enjoy most about your job?
I like building close relationships with our clients, working in tandem to achieve their desired objectives.
What unique personal skills make you great at your role at TwinFocus?
The skills that make me good at my job are empathy and creativity. I believe both are critical to understanding the challenges our clients face and finding solutions to help navigate these issues.
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
I’d be either a boat builder or marine architect.
What do you enjoy doing outside of work?
I like spending time on the water with family and friends—especially during the summer!