SENIOR ASSOCIATE, CLIENT ADVISORY

Tiffany So


Tiffany joined TwinFocus as a Senior Associate after earning valuable experience servicing affluent client families and high net worth individuals within the wealth management division of J.P. Morgan Securities, LLC in Boston.

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.

SENIOR ASSOCIATE, CLIENT ADVISORY

Tiffany So


Tiffany joined TwinFocus as a Senior Associate after earning valuable experience servicing affluent client families and high net worth individuals within the wealth management division of J.P. Morgan Securities, LLC in Boston.

HISTORY


Having a strong desire to ensure her clients receive the highest level of attention, Tiffany’s career has been dedicated to working diligently with clients in multidisciplinary aspects relating to their individual needs and financial objectives. At JPM, Tiffany was the lead point person for client relationships where she exemplified personal attention and management of holistic wealth solutions.

EDUCATION


As an honorable graduate of Bates College, Tiffany earned her B.A. Degree in Economics with minors in Education and Dance. There, she was a dedicated member of the Bates Modern Dance Company and participated in the Programming Board which sourced campus events. Tiffany attended preparatory school at Northfield Mount Hermon School in Gill, Massachusetts, among the Eight Schools Association (ESA), where she played Tennis competitively.

Tiffany holds both the Series 63 and 65 and is a duly Registered Investment Advisor. She has also successfully obtained her Series 7 designation. She is currently pursuing her Certificate in Financial Planning through Boston University.

OUTSIDE THE OFFICE


Raised in Hong Kong throughout her early years, Tiffany transitioned to the United States independently where she adapted seamlessly to the culture. A fluent bilingual speaker, she continues to speak English and her native tongue Cantonese, all the while strengthening her Mandarin skills. With her family currently residing in Singapore, she travels to Asia frequently.

Despite her comfort within bustling, fast-paced cities where she grew up, Tiffany loves to find tranquility through the sound of ocean waves and going on long hikes in New England. Tiffany continues to explore dance with a dance company in the Boston community.