Twin Focus Capital Partners, LLC

Twin Focus Capital Partners, LLC (CRD# 140522) is a financial advisory firm headquartered in Boston, MA. They manage $1,741,902,484 in 82 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,742
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $21,242,713
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, ME, NH, NY, TX

Financial Advisors at Twin Focus Capital Partners, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Mark J. Alaimo
CRD#: 5492464
75 Park Plaza, Second Floor, Boston, MA 02116
96
Wealthminder
score

Mark Alaimo (CRD# 5492464) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 10 years of experience in the finance industry. Mark Alaimo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Peter J. Gnall
CRD#: 4719924
75 Park Plaza, Second Floor, Boston, MA 02116
96
Wealthminder
score

Peter Gnall (CRD# 4719924) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 13 years of experience in the finance industry. Peter Gnall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Paul Karger
CRD#: 4050267
Sixty State Street, Boston, MA 02109
96
Wealthminder
score

Paul Karger (CRD# 4050267) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 17 years of experience in the finance industry.

4
Wesley Karger
CRD#: 4708437
Sixty State Street, Boston, MA 02109
96
Wealthminder
score

Wesley Karger (CRD# 4708437) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 14 years of experience in the finance industry.

5
John Pantekidis
CRD#: 4733045
75 Park Plaza, Second Floor, Boston, MA 02116
96
Wealthminder
score

John Pantekidis (CRD# 4733045) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 13 years of experience in the finance industry.

6
Meaghan E. Drennen
CRD#: 6625698
75 Park Plaza, Second Floor, Boston, MA 02116
90
Wealthminder
score

Meaghan Drennen (CRD# 6625698) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has 1 year of experience in the finance industry.

7
Laurence J. Grosbaum
CRD#: 5808130
75 Park Plaza, Second Floor, Boston, MA 02116
90
Wealthminder
score

Laurence Grosbaum (CRD# 5808130) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has 1 year of experience in the finance industry.

8
Patrick O. Harney
CRD#: 5126898
75 Park Plaza, Second Floor, Boston, MA 02116
90
Wealthminder
score

Patrick Harney (CRD# 5126898) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has 1 year of experience in the finance industry. Patrick Harney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Jeffrey C. Heisler
CRD#: 5724539
75 Park Plaza, Second Floor, Boston, MA 02116
90
Wealthminder
score

Jeffrey Heisler (CRD# 5724539) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has 1 year of experience in the finance industry.

10
James M. Lawless
CRD#: 5313920
75 Park Plaza, Second Floor, Boston, MA 02116
90
Wealthminder
score

James Lawless (CRD# 5313920) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 6 years of experience in the finance industry. James Lawless has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.