TWINFOCUS

With a disparate team of advisors and a patchwork of assets, a retired investment manager had underestimated his net worth ​by half. TwinFocus created a unified balance sheet, saved him precious time and hassle, and laid the groundwork for a smooth transition to the next generation.​​​​... In the first of a planned series of conversations on AI, TwinFocus Managing Director Jeffrey Heisler and StartFast Founder Chuck Stormon review a little history and outline key topics for understanding where AI is and where it may be going.

Also known as: TwinFocus Capital Partners, LLC

Primary location: Boston United States