As a Portfolio Analyst, Savannah performs a wide range of financial reporting and analysis duties to assist TwinFocus 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 institutional partners, Savannah keeps the TwinFocus 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 her prior role as an Analyst 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 II of the CFA designation. She has successfully passed the Series 65 and is an Investment Adviser Representative (IAR).
Savannah received her B.A. in Economics from the State University of New York at Geneseo, graduating Cum Laude. She also holds an M.S. in Financial Engineering and Risk Analytics from Rensselaer Polytechnic Institute.
Savannah grew up in Saratoga Springs, New York and currently resides in the South End. Having recently relocated to Boston, Savannah is enjoying everything the city has to offer.