Josette Beatrice
Senior Associate
Family Office Management Team
Josette plays an integral role on the Family Office Management Team, working in concert with the firm’s Directors, to support the complex needs of the firm’s select clientele.
Prior to joining TwinFocus, Josette worked as an associate at BNY Mellon Wealth Management, providing operations, administrative and project management support across various internal wealth management teams.
Josette graduated cum laude from Roger Williams University where she earned a Bachelor of Science in Finance with a double minor in business management and psychology. Josette grew up in a small town and currently resides in South Boston.
Get to know Josette
What do you enjoy most about your job?
I especially enjoy the exposure and learning opportunities that come up every day. No two days are the same, and there are many opportunities to learn and grow!
What unique personal skills make you great at your role at TwinFocus?
I am open minded and a strong problem solver. These skills come in handy because as a main point of contact when a client has any sort of problem—big or small—it often takes outside-of-the-box thinking to create the ideal solution.
What do you enjoy doing outside of work?
I enjoy skiing, practicing yoga, exploring new places, trying new restaurants, traveling and spending time with family and friends.
What personal accomplishments are you most proud of?
I am proud of graduating cum laude from Roger Williams University and being a woman building a successful career in the business world, particularly in the financial services industry.