Matthew Marsallo
Portfolio Analyst
Portfolio Management
Matthew collaborates closely with the firm’s family office directors and portfolio managers to enhance and implement tailored investment strategies that align with the long-term, intergenerational, and philanthropic objectives of TwinFocus clients. He plays a key role in the daily oversight of client portfolios, ensuring timely and accurate client and regulatory reporting, and executing investment solutions across family office portfolios.
In addition to his core responsibilities, Matthew contributes to the team’s broader investment efforts by monitoring cash positions, ensuring adherence to Investment Policy Statement (IPS) guidelines, and supporting client inquiries and onboarding processes.
Matthew earned a Bachelor of Science in Business Administration from the Questrom School of Business at Boston University in May 2025, with concentrations in Finance and Information Systems.
Get to know Matthew
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
If I knew I could not fail, I would become a chef and open my own restaurant.
What do you enjoy doing outside of work?
Outside of work I enjoy exercising, playing golf with friends and attending games at Fenway Park.
What do you enjoy most about your job?
I enjoy working with a passionate group who pushes me to achieve my career and personal goals.
What unique personal skills make you great at your role at TwinFocus?
My collaboration and eagerness to learn allow me to succeed within my role.