Josette plays an integral role on the Client Advisory 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.
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!
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.
I enjoy skiing, practicing yoga, exploring new places, trying new restaurants, traveling and spending time with family and friends.
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.