TWINFOCUS - Key Persons
Job Titles:
- Director
- Director / Portfolio Analytics & Reporting
- Team Leader for Performance Analytics and Reporting
Ana is a passionate team leader for performance analytics and reporting, utilizing the TwinFocus total balance sheet approach. She supervises all facets of client analytics and reporting, including development and implementation, database management, portfolio contribution/attribution and risk/return analytics.
Ana's career has spanned wealth management, asset management and investment consulting. She began her career in financial services at Mercer as an investment analyst, and most recently, Ana worked in investment operations ensuring compliance with Global Investment Performance Standards (GIPS®). Prior to joining TwinFocus, Ana consulted for CIBC Private Wealth Management in the area of GIPS® compliance and performance analysis.
Ana holds the CFA® and CIPM® designations, and is a member of the CFA® Institute and of the CFA® Society Boston. Ana has a master's degree in finance from Boston College and a bachelor's degree in business administration from Suffolk University. Recently, Ana completed the Certificate in Financial Services Compliance offered by the Graduate Program in Banking & Financial Law at Boston University's School of Law.
Andreas works alongside families to optimize their investment solutions to meet their long-term intergenerational and philanthropic goals. He is responsible for the daily monitoring of client portfolios, client and regulatory reporting and executing investment solutions for the firm's family office portfolios. Andreas supports the directors in all investment matters, monitors cash positions and IPS restrictions and assists with client inquiries and onboarding.
Prior to joining TwinFocus, Andreas was an Analyst on the Family Office team at BNY Mellon where he served as a liaison between the firm's operations, client service, and investment management teams. Andreas graduated from Elon University where he earned a Bachelor of Science in Business Administration degree with a major in Finance and minor in Communications.
Brooks coordinates firm resources across Client Service, Investment Research and the Portfolio Management teams. He is passionate about understanding each family members' specific needs and providing high-touch support and communication.
Before TwinFocus, Brooks worked as a director at a family investment office, providing comprehensive planning for complex family office structures. He earned his B.A. at the University of Virginia, holds his Series 65 license and earned his CFP® through the College for Financial Planning®.
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.
How I think and what I like
Carmine focuses on the day-to-day accounting for family entities as well as timely payment of the various vendor invoices. In addition to supporting Family Office clients, Carmine is an integral finance team member for the various TwinFocus management companies.
Prior to joining TwinFocus, Carmine was responsible for providing accounting support at Si2 Technologies. Carmine is a graduate from Merrimack College with a bachelor's degree in business administration and a double concentration in accounting and corporate finance/investments.
Job Titles:
- Partner, Chief Investment Officer ( CIO ), & Global Investment Strategist
Dave is a partner and serves as Chief Investment Officer and Global Investment Strategist, leading the firm's Investment Committee, oversees macro investment strategy and the guiding private investment activities. Dave has extensive experience in senior management, investment research, portfolio and risk management, asset allocation, and client engagement. He partners closely across teams to help design, implement, and manage client portfolios consistent with their objectives.
Most recently, Dave was CEO and founder of BC-GUMPS, a tactical asset manager, acquired by TwinFocus. Previously he spent 22 years at Mellon, an investment firm that merged with Bank of New York to become BNY Mellon in 2007. As CIO of Mellon, Dave united and integrated three distinct firms to create a leading $500B asset manager, the twelfth largest in the U.S. Throughout his tenure, Dave worked globally with institutional clients and boards, managed investors, and achieved five-fold growth in portfolio assets in his funds. Prior to his investment career, Dave was a management consultant at Deloitte and an engineer for The Dannon Company.
Dave's industry accolades include Fortune's Top 20 investors, Institutional Investor's Best Manager (2x), Lipper Manager of the Year (5x), and Asian Manager of the Decade (2x).
Dave is Chartered Financial Analyst (CFA®). He earned his MBA from NYU's Stern School of Business and bachelor's degree from Rensselaer Polytechnic Institute (RPI). He served as an independent director on the boards of Total Brain and Alkermes and was the Executive in Residence at the Lally School for Management at RPI.
Job Titles:
- Senior Associate
- Senior Associate / Real Estate
David is a Senior Real Estate Associate, responsible for supporting TwinFocus' real estate advisory efforts and guiding the wider investment team. He provides commercial real estate financial analysis, valuation analysis and asset management oversight to optimize family office clients' balance sheets.
Prior to joining TwinFocus, David worked for the principal of a boutique multifamily owner/operator as an investment and acquisitions associate, focusing on building out their multifamily and hospitality portfolios. David graduated from the University of Massachusetts Amherst where he earned a Bachelor of Business Administration with a finance concentration. David is a CFA® charterholder, member of the CFA Society Boston and Real Estate Finance Association (REFA).
Debora provides direct accounting support to TwinFocus' family office clients by managing their day-to-day bookkeeping and lifestyle management needs. She is responsible for the entire accounts payable lifecycle, preparing bank reconciliations and monitoring cash levels. In addition, she prepares monthly budget-to-actual analyses, financial statements and other ad-hoc reports utilized to ensure the financial records of TwinFocus' clients are accurately maintained. When not managing the day-to-day accounting needs of TwinFocus' clients, Debora contributes to the daily accounting tasks of the firm's overall management companies with a focus on the accounts payable, employee benefits, employee expense reports and various monthly account reconciliations.
Before joining TwinFocus, Debora worked as a full-charge bookkeeper and prepared tax returns for individuals and closely held businesses in various industries. She was also responsible for financial audits, payroll preparation and certain business consulting services. In addition to her client work, she managed her firm's accounting and financial systems, developing internal control procedures and improving firm-wide accounting processes. In her capacity as a consultant, she prepared financial statements and management reports, implemented accounting controls and initiated statistical cost analysis projects. Debora earned a B.S. in business administration from the University Centre of Espírito Santo (UNESC) in Serra, Brazil.
Dylan works alongside the firm's partners and portfolio managers to optimize family office investment solutions to meet the long-term intergenerational and philanthropic goals of TwinFocus clients. He is responsible for the daily monitoring of client portfolios, client and regulatory reporting, and executing investment solutions for the firm's family office portfolios. Dylan supports the directors in all investment matters, monitors cash positions and IPS restrictions and assists with client inquiries and onboarding.
Prior to joining TwinFocus, Dylan was a Portfolio Administrator at Shepherd Kaplan Krochuk (SKK) where he was tasked with reconciling, monitoring, and tracking various investments held within the client portfolios. Additionally, he was responsible for measuring the efficacy of the firm's investment decisions using firm's proprietary internally developed reporting & revenue management software. Before joining SKK, Dylan worked at a private investment banking firm as a senior operations analyst within the trade management team.
Dylan graduated from The University of New Hampshire where he earned a Bachelor of Science in 2018
Job Titles:
- Managing Director, Compliance / Compliance
Elizabeth is responsible for managing the compliance and regulatory programs at TwinFocus. She provides compliance oversight for the firm's business activities, including the design and implementation of compliance policies and procedures. Liz also partners with the executive management team and others as part of the Operational Risk Committee with a focus on the firm's overall risk mitigation strategies.
Before joining TwinFocus, she worked for nearly two decades in the investment management industry, most recently as the Chief Compliance Officer for a boutique family office advisor, and for other wealth management businesses, focusing on operations. Liz received her bachelor's degree in Business Administration from Stonehill College and her MBA from Curry College. She also holds the Investment Adviser Certified Compliance Professional (IACCP) designation.
Gabriella works alongside families to optimize their investment solutions to meet their long-term intergenerational and philanthropic goals. She is responsible for the daily monitoring of client portfolios, client and regulatory reporting and executing investment solutions for the firm's family office portfolios. Gabriella supports the directors in all investment matters, monitors cash positions and IPS restrictions and assists with client inquiries and onboarding.
Prior to joining TwinFocus, she worked at a private investment bank alongside a specialized trade management team for high-priority clients. Gabriella graduated from Simmons College where she earned a Bachelor of Arts in international relations with a minor in economics.
Haley strives to provide outstanding customer service to our clients and administrative support to the Executive Management team. Through her dedication and assistance, Haley delivers the resources and tools necessary to ensure efficient and seamless administration of firm operations and daily office needs.
Prior to joining TwinFocus, Haley worked as a marketing associate at OctoCog, a digital marketing branding and design firm, where she assisted with social media marketing and copywriting for small local businesses. Haley graduated from Salem State University with a major in public relations and communications.
Heather is responsible for servicing the needs of multigenerational families by providing guidance and support. She demonstrates a highly interactive, collaborative approach with client families and their outside advisors, as well as across the firm's business units.
Prior to TwinFocus, Heather was an Associate Regional Director at Wells Fargo Asset Management where she provided financial advisors with investment and practice management solutions. She graduated Magna Cum Laude from Framingham State University where she earned her degree in Business Administration. To date, she has obtained the Series 7, 63 and 65 licenses and is currently pursuing her Certified Financial Planner (CFP) designation.
Hugo works diligently to implement integrated wealth management solutions for clients. He has a strong desire to provide clients with the highest level of attention by establishing deep and valued relationships with them.
Prior to TwinFocus, Hugo worked for nine years in Cleveland for a boutique wealth management advisory firm and at also at Morgan Stanley. He earned his B.A. in political science from the University of New Hampshire and holds his Series 7 and Series 66. He is currently pursuing his CERTIFIED FINANCIAL PLANNER™ designation.
Jeff leads macro research and manager due diligence across all asset classes and product types. He also leads a variety of investment strategy and policy committees, which assess tactical and strategic asset allocation convictions and themes across the firm's client base.
Before TwinFocus, Jeff spearheaded strategic and tactical asset allocation research and policymaking and also directly managed due diligence and selection for The Colony Group's enhanced open architecture offering. He served as Chief Risk and Compliance Officer at Venus Capital Management and as a portfolio manager and senior analyst for Gottex Fund Management. Jeff also was a professor in the Finance and Economics Department at Boston University School of Management, a visiting professor of finance at NYU and an instructor at Reykjavik University. At BU, he was the founding faculty director of the Master of Science in Investment Management (MSIM) program. Jeff has been published in academic and practitioner journals and is the co-author of the book Portfolio Management: Theory and Practice (Wiley, 2019).
Jeff holds the designation of CFA® and is a member of the CFA® Institute and the Boston Security Analysts Society. He earned a PhD in finance from New York University, a Master of Business Administration from the University of Chicago and a B.S. in mechanical engineering from Union College.
Job Titles:
- Financial Operations Associate
John works alongside the Finance Team providing back office financial solutions to our clients who need oversight and control over various functions within the finance and investor relations areas of their businesses. Additionally, he supports the TwinFocus Real Estate Team on diverse fund accounting needs and general accounting matters.
Prior to joining TwinFocus, John was an accountant for a third-party fund administrator, servicing fund managers with varying structures and investments.
John graduated from The University of Rhode Island where he earned a Bachelor of Science in Finance.
Jonathan maintains the integrity of family office client balance sheets by daily monitoring portfolios, generating client and regulatory reports and executing investment portfolio solutions. Jon also assists various team members with investment research and client relations and works on special projects to enhance investment reporting solutions and other client deliverables.
Job Titles:
- CFO & Managing Director / HR & Business Operations
As Chief Financial Officer and Managing Director of Business Operations & HR, Jon is responsible for developing strategies that integrate the disciplines of finance, tax, treasury management, capital planning and administration for the firm. He is also responsible for all aspects of human resources, including resource planning, recruiting, hiring, employee relations, compensation, benefits and work environment. Jon has almost two decades of experience in the finance industry with a concentration in the investment management field.
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.
Kalindi diligently attends to clients' needs, providing support and serving as a central point of contact. Her efforts involve a highly interactive, collaborative approach with client families and their advisors, executing on the firm's proprietary family office solution.
Kalindi joined TwinFocus after earning valuable experience in various roles servicing affluent client families, high-net-worth individuals, and institutions for over 15 years, most recently at CAPTRUST. She earned a B.A. from the Boston University College of Communication and achieved the CFA Institute Investment Foundations® Certificate.
Kimberly plays an integral role in supporting the complex needs of the firm's family office clientele.
Prior to TwinFocus, Kimberly worked as a wealth management banking specialist at U.S. Bancorp. She provided operational and administrative support for the internal wealth banking team. As the first point of contact for advisors and clients, she provided timely and efficient services for their account needs.
Kimberly graduated from Capital University with a Bachelor of Arts in International Studies with a focus on international business.
Job Titles:
- Director
- Director / Investment Research
Kyle works closely with the Managing Director of Research and CIO to execute research functions across asset classes and investment themes and performs manager due diligence across all product types. He also works to provide efficiency to the investment process by leveraging technology and optimizing the relationship between the Research, Portfolio, and Client Advisory teams.
Prior to joining TwinFocus, Kyle was Head of Research at BC-GUMPS Capital where he ran process architecture, idea generation, and the presentation of portfolio ideas to the Investment Committee. Before joining BC-GUMPS, Kyle worked for Valens Research, a boutique investment research firm.
Kyle graduated from Northeastern University where he earned a Bachelor of Science in Economics and Finance.
Matt leads the TwinFocus Technology Team in strategically developing the direction of the MIS program. He monitors, manages, enhances and solves challenges across the technology stack while also helping to develop, deploy and implement new solutions. Over the past 15+ years, he has gained extensive experience with various technology platforms and tools ranging from Microsoft 365, MS Azure, Azure active directory and Mimecast secure email to MS Teams as well as many other technology platforms.
Prior to TwinFocus, Matt worked at DraftKings, an online sports-betting company, where he managed all aspects of end-user support for North America, covering 4000+ users over multiple physical sites as well as remote users. His experience also includes Olympus, a medical device company, where he created the vision and strategy of the end-user support framework to drive efficiencies and improve the overall user experience. Matt is a graduate of Stonehill College and holds a B.S in business administration with a minor in computer information systems.
Matthew supports the firm's real estate advisory efforts and guides the wider investment team by providing commercial real estate financial analysis, valuation analysis and asset management oversight to optimize family office client balance sheets.
Prior to joining TwinFocus, Matt spent ten years working in acquisitions and asset management for two Massachusetts-based family real estate investment offices. He has extensive knowledge of the multifamily, hospitality, industrial and retail sectors and has experience in all stages of real estate investment, including entitlement, development, financing, stabilized acquisitions and dispositions. Matt received his bachelor's degree in Finance from Providence College in 2013.
Job Titles:
- Senior Director
- Senior Director / Portfolio Management
Mike received a B.S. in management and business from Skidmore College, graduating cum laude with a minor in economics. He is a member of the CFA® Institute and the Boston Security Analysts Society (BSAS) and is a CERTIFIED FINANCIAL PLANNER™. He has also passed the Series 65 and is an Investment Adviser Representative (IAR).
Job Titles:
- Co - Founder
- Managing Partner
Paul partners with the firm's key clients to advise them through a broad range of complex business, financial and life decisions. Paul also leads the firm's direct investing efforts in private equity and real estate.
Before founding TwinFocus in 2006, Paul founded The Karger Group at UBS where he led a team that counseled global high-net-worth families. He began his career in investment banking at Leerink and went on to join PaineWebber in wealth management in 1999, which was ultimately acquired by UBS in 2000.
Paul holds the designation of Chartered Financial Analyst® and is a member of the Boston Security Analysts Society, CFA® Institute and the Investment Management Consultants Association. He earned his CIMA® at the University of Pennsylvania's Wharton School of Finance and holds a B.S. in manufacturing engineering from Boston University. Paul was the recipient of the Outstanding Alumni Award in 2012 from Boston University. He endowed the Theo de Winter Distinguished Faculty Fellowship honoring his professor and longtime mentor.
Peter works passionately to deliver integrated wealth management strategies to TwinFocus families in order to achieve their goals. He believes that to deliver high quality bespoke advice, an adviser must be firmly committed to understanding the motivations behind each client's aspirations.
Prior to joining TwinFocus, Peter served as a private wealth adviser for a boutique wealth management firm in Boston, specializing in tax and retirement planning and performing comprehensive due diligence on innovative wealth management trends. Peter started his career as a relationship manager for an investment advisory firm in Boston, overseeing client portfolios to ensure they consistently aligned with specific risk-adjusted tolerances, while delicately navigating other financial and tax objectives for private clients. Peter earned his bachelor's degree in financial economics from Binghamton University (State University of New York at Binghamton). He is also a graduate of Boston University's Financial Planning Program and a CERTIFIED FINANCIAL PLANNERTM. He holds a Master's in taxation from Bentley University's Elkin B. McCallum Graduate School of Business.
Ryan helps to manage the finance and accounting operations of the company, including planning, reporting and tax compliance. He has been in public accounting for more than a decade. Most recently, Ryan worked at a large CPA firm where he was responsible for accounting and tax engagements for a diverse client base, consisting mostly of closely held businesses across many different industries. He also engaged directly with the business owners and high-net-worth individuals involved in the businesses on individual taxation. He has performed audit, review, compilation and consulting services for several of his clients.
Ryan graduated magna cum laude from UMass Dartmouth in accounting with a minor in finance. He has a Master of Accounting degree from UMass Amherst. He is also a CPA.
Sonia works diligently to implement integrated wealth management solutions for family office clients under TwinFocus' total balance sheet approach. She helps to coordinate and administer ongoing family office relationships for the firm.
Sonia joined TwinFocus after earning valuable experience servicing affluent client families and high-net-worth individuals within another Boston-based financial services firm. Having a strong desire to ensure her clients receive the highest level of attention, her role was dedicated to working diligently with clients in multidisciplinary aspects relating to their individual needs and financial objectives. Sonia earned a B.S. degree in psychology at Boston University. She is a candidate for CFP® certification, and she holds the Series 6, 63 and 65.
Job Titles:
- Associate Director
- Associate Director / Client Advisory & Service
Taylor is dedicated to providing comprehensive advisory services including wealth management and structuring strategies, generational planning, and managing overall family office solutions for her clients. She is passionate about building long term relationships with her clients by gaining a deep understanding of their goals, values, and family needs through a highly communicative approach.
Prior to TwinFocus, Taylor was the Director of Family Office Services at a boutique multi-family office. Taylor also earned valuable experience at Bain Capital where she focused on all aspects of the internal family office for the Partners of the firm. Taylor earned her B.S. degree in Business Management at the University of Massachusetts, Isenberg School of Management, and her MBA at Northeastern University. She also holds the Series 65 license and CERTIFIED FINANCIAL PLANNER™ designation.
Job Titles:
- Director
- Director / Client Advisory & Service
Tom specializes in managing complex family office relationships by employing a highly interactive, collaborative approach with client families and their professional advisors. He is passionate about working with the firm's families to help align their wealth objectives with their values while developing better communication, education and decision-making skills across family members.
Tom began his career at The AYCO Company where he focused on providing comprehensive planning for a diverse group of individuals and families. He has also worked for several family office advisors with a focus on providing complex planning solutions to ultra-high-net-worth families. Tom earned his B.S. in economics and finance at Bentley University where he was a member of the Honors Program, and he holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
Job Titles:
- Co - Founder
- Managing Partner
Wesley (Wes) founded TwinFocus and has spent the majority of his career as an entrepreneur in the financial services space. He has been serving financially successful families for over two decades.
As Managing Partner, he engages client families to build their wealth enterprises and provides the support and control they need to manage their wealth as a successful business enterprise. He serves as a trusted and valued advisor to the firm's key clients, and his informed counsel and personal follow-through is the decisive factor in helping high-net-worth families and their foundations achieve success across multiple generations.
Wes advises private and institutional investors on their investment portfolio risk-management strategies and works closely with TwinFocus clients to develop strategies that encompass family governance, intergenerational planning and investment education. As one of three managing partners, he oversees the firm's strategic business initiatives, cultivates new client engagements and stewards the overall management of the organization and its divisions. Wes is a nationally recognized leader in the family office industry and has dedicated his professional career to empowering financially successful families to manage their wealth. Since founding TwinFocus in 2006, he has led the firm's evolution, adding an extensive range of expertise and services, which has enabled the firm to become the leading global multi-single-family office. He is also a member of the firm's Executive Management and Investment Committee.
Prior to founding TwinFocus, Wes founded The Karger Group at UBS Financial Services, advising select institutions and high-net-worth individuals and managing their positions in equity, fixed income and alternative investments. Wes joined UBS from State Street Global Markets, where he worked with the Investment Portfolio Group, the body responsible for managing the bank's proprietary balance sheet portfolio.
Our roots as a company can be traced back to the boyhoods of our founders. Raised by a single mother, twin brothers Paul and Wes Karger first went into business together at age 12. They went on to create TwinFocus in 2006 with the same family-focused approach they've taken since they were kids, and welcomed John Pantekidis to the team six months later.
Job Titles:
- Partner & Managing Director / Real Estate