SENIOR ASSOCIATE, CLIENT ADVISORY

Cameron Rahbar, CFP®


As a Senior Associate on the firm’s Client Advisory team, Cameron is committed to delivering and supporting the complex needs of the firm’s clientele.  Cameron brings prodigious experience in advising high net worth families on their portfolio goals, intergenerational wealth & tax planning, and assists with the management of integrated trust & estate programs.   He works on a select number of the firm’s engagements ranging from single-member households to multi-generational families.  Cameron serves as a specialized resource for his clients, whose families’ often have extensive financial infrastructure including nested and intergenerational entities.

Cameron interfaces with client families and internal and external experts on a variety of estate and financial planning matters both domestically and for the firm’s clients based in the EU.  He works in concert with the firm’s Directors to implement integrated wealth management solutions for family office clients under TwinFocus’ proprietary total balance sheet approach.

SENIOR ASSOCIATE, CLIENT ADVISORY

Cameron Rahbar, CFP®


As a Senior Associate on the firm’s Client Advisory team, Cameron is committed to delivering and supporting the complex needs of the firm’s clientele.  Cameron brings prodigious experience in advising high net worth families on their portfolio goals, intergenerational wealth & tax planning, and assists with the management of integrated trust & estate programs.   He works on a select number of the firm’s engagements ranging from single-member households to multi-generational families.  Cameron serves as a specialized resource for his clients, whose families’ often have extensive financial infrastructure including nested and intergenerational entities.

Cameron interfaces with client families and internal and external experts on a variety of estate and financial planning matters both domestically and for the firm’s clients based in the EU.  He works in concert with the firm’s Directors to implement integrated wealth management solutions for family office clients under TwinFocus’ proprietary total balance sheet approach.

HISTORY


Prior to joining TwinFocus, Cameron spent three years at Boston Private where he worked with high-net-worth individuals and families to manage and protect their assets.  During this time, he was a member of the company’s Financial Planning Working Group and their Wealth Strategies team.

EDUCATION


Cameron earned his B.A. in Economics at Wesleyan University, where he captained the Men’s Varsity Squash Team. He is also a graduate from Dexter Southfield School and Noble & Greenough School.

Cameron also holds the CERTIFIED FINANCIAL PLANNER™ professional designation.

OUTSIDE THE OFFICE


Born and raised in Boston, Cameron is actively involved with philanthropic organizations throughout the community.  He currently chairs the Development Committee for the Museum of Fine Arts’ Museum Council, mentors at SquashBusters while sitting on their Young Leadership Committee, and is piloting a Financial Consultant volunteering program at YearUp.