Hillary Nelson

Senior Associate, Client Advisory

Hillary joined TwinFocus as a Senior Associate with more than seven years of experience helping high net worth families achieve their wealth management objectives.

 

As a member of the Client Advisory Team, she works directly with TwinFocus Directors to implement integrated wealth management solutions for family office clients under the firm’s total balance sheet approach.

 

Prior to joining TwinFocus, Hillary spent three years at Seaward Management as a Portfolio Associate advising families on attaining their long-term financial objectives. While at Seaward she worked closely with high net worth families managing all aspects of day-to-day activity for some of the firm’s largest and most complex clients. Hillary began her investment career at Windhaven Investment Management, a global tactical asset allocation manager investing in exchange traded-funds, where she worked within the Wealth Management group for three years.

 

Hillary received her Bachelor of Arts degree in Business Administration from Hartwick College. She is currently pursuing her Certificate in Financial Planning through Boston University.

 

Born and raised in Maine, Hillary has a passion for skiing. She remains an avid skier and loves to chase fresh tracks and powder at any opportunity. Hillary enjoys the adventure of international travel and exploring all the East Coast has to offer. She resides in Boston’s Beacon Hill.