As a Portfolio Analyst, Savannah performs a wide range of financial reporting and analysis duties to assist our clients and their families in making intelligent and informed investment decisions. While maintaining the daily integrity of the portfolio accounting data, implementing new strategies and working alongside our institutional partners, Savannah keeps the team up-to-date with the most relevant information regarding the firm’s investment solutions.
Savannah is a member of the broader Investment Team and contributes a broad understanding of economic trends through career experience as an Analyst prior to joining TwinFocus at a family office based in New York and through her undergraduate and graduate studies in Financial Engineering and Risk Analytics. Savannah is currently pursuing Level I of the CFA designation. She has successfully passed the Series 65 and is an Investment Adviser Representative (IAR).
Savannah grew up in Saratoga Springs and has been a long time New England sports fan. She lives the South End and enjoys all that Boston has to offer.