TWIN FOCUS CAPITAL PARTNERS, LLC

TWIN FOCUS CAPITAL PARTNERS, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 140522). Regulatory assets under management: $4.6B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.

Officers, owners & control persons (19)

NameRoleLocation
Paul KargerMANAGING MEMBERBOSTON, MA
Wesley KargerMANAGING MEMBERBOSTON, MA
John PantekidisCHIEF COMPLIANCE OFFICER, GENERAL COUNSEL; CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL; GENERAL COUNSELBoston, MA
Elizabeth Colleen GardnerMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER
Jonathan Thomas PerryCHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER; CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR, HR & BUSINESS OPERATIONS
David Angelo DaglioCHIEF INVESTMENT OFFICER & GLOBAL INVESTMENT STRATEGIST; GLOBAL INVESTMENT STRATEGIST
Laurence John Solomon GrosbaumMANAGING DIRECTOR, PORTFOLIO MANAGEMENT
COOPERMAN KENNETH WILLIAMCHIEF COMPLIANCE OFFICER
KARGER WESLEY NMNMANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER
BERNSTEIN DANIEL ADAMMANAGING MEMBER / CHIEF COMPLIANCE OFFICER
KARGER PAULMANAGING MEMBER; MANAGING MEMBER, CCO; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER (+1 more)
LEHMAN BETHMANAGING DIRECTOR, LEGAL AND COMPLIANCE
KARGER WESLEYMANAGING MEMBER
PANTEKIDIS JOHNCHIEF INVESTMENT OFFICER, GENERAL COUNSEL; CHIEF LEGAL OFFICER; GENERAL COUNSEL
PETRY ROBERT MICHAELCCO
PERRY JONATHAN THOMASCHIEF FINANCIAL OFFICER, MANAGING DIRECTOR, HR & BUSINESS OPERATIONS
GARDNER ELIZABETH COLLEENMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR COMPLIANCE
DAGLIO DAVID AngeloCHIEF INVESTMENT OFFICER & GLOBAL INVESTMENT STRATEGIST
GROSBAUM LAURENCE JOHN SOLOMONMANAGING DIRECTOR, PORTFOLIO MANAGEMENT

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