Our Multi-disciplinary team is comprised of experienced, results-driven professionals committed to achieving clients’ financial goals & objectives. We are passionate about what we do and believe this translates into a superior experience for our clients. Our management ethos and way of doing business is as appealing to our team members as it is to our clients. It allows us to attract some of the most talented people.

Without question, our most valuable asset and differentiated strength are our people. As an advisory firm, our intellectual capital and maniacal commitment to service excellence is what distinguishes us. We have assembled a world class team of investment and wealth planning professionals to deliver the best possible family office experience to our clients. Our clients routinely comment that “TwinFocus redefines customer service”.

Our senior management team is supported by some of the most talented professionals in each practice area, utilizing cutting edge proprietary technology platforms. Personal attention, combined with goals-based investing, has been the hallmark of our offering.

Executive Management

Client Advisory Group

Portfolio Advisory Group

Investment & Economic Research Group

Firm Operations

june-duan

June Duan

Manager, Business Operations & Intelligence