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.
I like building close relationships with our clients, working in tandem to achieve their desired objectives.
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.
I’d be either a boat builder or marine architect.
I like spending time on the water with family and friends—especially during the summer!