What departments does TwinFocus have?

TwinFocus has employees across 7 departments including Legal, Administrative, Information Technology, Finance, Operations.

What is the largest department at TwinFocus?

The largest department at TwinFocus is Accounting with 4 employees.

Where are TwinFocus employees located globally?

TwinFocus has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has TwinFocus's team size changed over time?

TwinFocus's team has decreased from approximately 33 to 31 employees based on available data.

TwinFocus Employee Directory

Q: Who are TwinFocus's key employees and leadership?

TwinFocus's key employees include: President: A. P., Co-Founder And Managing Partner: W. K..

Financial ServicesMassachusetts, United States11-50 Employees

TwinFocus functions as a boutique, family-focused wealth advisory and private investing firm that serves highly affluent individuals and families worldwide, including entrepreneurs and professional investors seeking to preserve, grow, and pass on wealth across generations. Based in Boston, Massachusetts, the firm employs a holistic balance-sheet framework and a direct-investing platform that accounts for the needs and complexities of all family members, weaving together tax, legal, investment, philanthropic, and intergenerational planning.

It offers diversified investment solutions with selective access to direct opportunities in private equity and real estate. Operating in the financial services sector, TwinFocus positions itself as an integrated partner for long-term wealth management and legacy planning. In October 2023, the firm named David Daglio to serve as Chief Investment Officer and Global Investment Strategist.

TwinFocus Global Highlights

North America
46

United States Of America
46

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

TwinFocus's Leadership

A. P.
President
Mobile Phone
Email
W. K.
Co-Founder And Managing Partner
Mobile Phone
Email
J. P.
Managing Partner & General Counsel
Mobile Phone
Email
M. G.
Partner & Managing Director
Mobile Phone
Email
J. K.
Director - Family Office Management Team
Mobile Phone
Email
M. P.
Sr. Director, Technology
Mobile Phone
Email
R. D.
Controller
Mobile Phone
Email
B. F.
Director
Mobile Phone
Email

TwinFocus Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Business
Community & Social Services
Other
Administrative

Contact profiles from TwinFocus

Name

Title

Contact Info

Location

Last Update

J. P.
Managing Partner & General Counsel
Mobile Phone
Email
United StatesMassachusetts
Apr 24, 2026
M. G.
Partner & Managing Director
Mobile Phone
Email
United StatesMassachusetts
Apr 08, 2026
A. P.
President
Mobile Phone
Email
Jan 02, 2024
W. K.
Co-Founder And Managing Partner
Mobile Phone
Email
United StatesMassachusetts
Nov 24, 2025
J. K.
Director - Family Office Management Team
Mobile Phone
Email
United StatesMassachusetts
Apr 24, 2026
M. P.
Sr. Director, Technology
Mobile Phone
Email
United StatesMassachusetts
Apr 24, 2026
R. D.
Controller
Mobile Phone
Email
United StatesMassachusetts
Apr 16, 2026
B. F.
Director
Mobile Phone
Email
United StatesMassachusetts
Jun 04, 2026
J. P.
Associate Director, Investment Management Team
Mobile Phone
Email
United StatesMassachusetts
Nov 08, 2024
J. B.
Associate Director
Mobile Phone
Email
United StatesMassachusetts
Mar 17, 2026

Frequently Asked Questions

What is TwinFocus known for?

TwinFocus was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 75 Park Plaza Boston, Massachusetts 02116 United States; you can contact the main corporate office by phone at

+1-617-720-****

. Explore TwinFocus's company overview page for more information.

What is TwinFocus's most common email format?

TwinFocus employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TwinFocus email formats with LeadIQ.

How many employees does TwinFocus have currently?

TwinFocus has approximately 44 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are TwinFocus's key employees and leadership?

As of May 2026, TwinFocus's key employees include:

President: A. P.
Co-Founder And Managing Partner: W. K.
Managing Partner & General Counsel: J. P.
Partner & Managing Director: M. G.
Director - Family Office Management Team: J. K.

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TwinFocus Employee Directory

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