Paul Thompson, MBA headshot

Paul Thompson, MBA

Senior Associate

Family Office Management Team

Paul is a valued member of our Family Office Management Team who works closely with the firm’s partners and family office directors to provide bespoke and highly curated experiences for clients. His efforts involve facilitating & implementing comprehensive goal-based multigenerational wealth planning strategies, income tax planning, estate planning, cash flow analysis and charitable planning.

Paul has spent over 15 years working within the wealth management industry providing client service, compliance, and investor relations support. Prior to TwinFocus, Paul worked at Boston based firm providing timely and efficient client service services to a team of corporate and independent financial advisers, operations support teams, internal sales professionals and fixed income portfolio managers. Prior to that, Paul worked at a large Investment Bank for nine years as a Client Service Associate on their compliance and investor relations teams.

Paul graduated from Barry University (Miami) where he earned a Bachelor of Science in Economics with a minor in Finance. He returned to earn his MBA in Finance.

On a more personal level

Get to know Paul.

If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?

I would want to own my own Fitness/CrossFit gym and would devote my time and energy in promoting a lifestyle of health and wellness to others.

What do you enjoy doing outside of work?

I enjoy training and competing in CrossFit, coaching classes within my CrossFit community, doing Obstacle Course racing, watching my two sons participate in both wrestling and CrossFit. I do enjoy traveling and spending time on the water with my family, engaging in home projects, not to mention playing golf.

What do you enjoy most about your job?

I enjoy working with a group of likeminded individuals who believe in a cohesive team concept and whose ultimate goal is to create long lasting relationships and value for our clients.

What unique personal skills make you great at your role at TwinFocus?

I am built for being in a relationship management role. My ability to connect and interact with people allows me to build strong connections with internal colleagues and clients. I clearly understand why being the first point of contact for a wealth management firm is such a vital and critical role as it will determine the success and the overall reputation of the organization.