Client portfolios require day-to-day tracking, and Tamsen provides such oversight as portfolio analyst and member of the investment team. From the micro optics of portfolio construction, allocation, and risk budgeting, she broadens her sights to incorporate macro research, balancing investment galaxies large and small. She keeps her pencil sharp on portfolio reporting & accounting, money-manager reviews, and due-diligence reports.

Tamsen’s most recent perch before joining TwinFocus was at Wellington Management, where she blended number-crunching with intuitive finesse as a member of the team handling risk management and error resolution. Prior to that, Tamsen was a registered associate with UBS Financial Services, Inc., where she earned her series 7 and series 66 licenses.

With her Bachelor of Arts in economics in hand from Hamilton College, Tamsen struck out to foreign fields, studying at the Universitat de Barcelona in Spain (“the intersection of culture and finance is worth a Ph.D. by itself!” she says), and took time to hitchhike, backpack, and bed-&-breakfast her way across eastern and western Europe. Coming to ground at Boston University, Tamsen completed her Masters of Science in Investment Management and is a candidate for Level 2 in the Chartered Financial Analyst (CFA) program. Tamsen bunks down in Boston’s slice-of-history North End, where she serenades the locals with mezzosoprano song, jogs down the turn-of-the-century streets, goes out sailing in Boston Harbor, and devours spy novels — “if you know your stuff, you can read and sail at the same time!”