Maria Fantoni

Associate, Client Advisory

Maria joined TwinFocus in 2016 as an Associate with seven years’ experience in private wealth management, focusing on client service and holistic wealth planning.

 

She is a member of the Client Advisory team and works directly with the firm’s Directors to implement integrated wealth management solutions for family office clients under TwinFocus’ total balance sheet approach.

 

Maria began her investment career with Fidelity Investments and spent the majority of her time as a Relationship Manager for Strategic Advisor’s Portfolio Advisory Service®. Most recently, before joining TwinFocus, Maria worked within the wealth management group of a Massachusetts-based benefits firm.

 

Maria majored in Finance graduating from the University of New Hampshire with a BS in Business Administration. She has also completed her MBA with a concentration in Finance and has successfully obtained her Series 6, 7, 63, 66 and Life/Health Insurance designations.

 

Raised in the Pacific Northwest, Maria enjoys being outdoors as much as possible with her dogs. She is an active volunteer and is most proud of her work as a Big Sister within the Big Brother Big Sister mentorship program.