Josette Beatrice's Professional Contact Details

HQ
+1 (617) 720-4500
Location
Boston, Massachusetts
Company

Josette Beatrice's Current Company Details

TwinFocus is a premier boutique multifamily office for global ultra-high net worth professional investors, entrepreneurs, their families and other professional investors looking to preserve, enhance and transfe...
TwinFocus is a premier boutique multifamily office for global ultra-high net worth professional investors, entrepreneurs, their families and other professional investors looking to preserve, enhance and transfer wealth across multiple generations. The firm's proprietary total balance sheet approach and direct investing platform incorporate the nuances and complexities of all family members, and integrates all aspects of Tax, Legal, Investment, Philanthropic and Intergenerational Planning in its tireless pursuit of establishing enduring legacies. Headquartered in Boston with an office in Mayfair, London, TwinFocus has assets under advisement of more than $7.9 billion* and manages diversified investment solutions that include exclusive access to unique direct investments in private equity and real estate. * - as of 12/31/2023
financial services
investment management
finance

Josette Beatrice's Work History and Education

TwinFocus
Associate, Client Advisory
2021 - Present
BNY Wealth
Sales Associate
2019 - 2021 • 2 years

Frequently Asked Questions about Josette Beatrice


What company does Josette Beatrice work for?

Josette Beatrice works for TwinFocus.

What is Josette Beatrice's role at TwinFocus?

Josette Beatrice's role at TwinFocus is Senior Associate, Client Advisory.

What is Josette Beatrice's email address?

Josette Beatrice's email address is j**@twinfocus.com.

What is Josette Beatrice's business email address?

Josette Beatrice's business email address is j**@twinfocus.com.

What is Josette Beatrice's HQ phone number?

Josette Beatrice's HQ phone number is +1 (617) 720-4500.

What industry does Josette Beatrice work in?

Josette Beatrice works in the Financial Services industry.

Who are Josette Beatrice's colleagues?

Josette Beatrice's colleagues are Carl Bradshaw, Tamsen Evans, Jonathan Perry, Laurence Grosbaum and more.

Colleagues at TwinFocus

Senior Associate, Client Advisory
Operations Manager
Chief Financial Officer, Managing Director of Business Operations
Managing Director | Portfolio Advisory Group
Director, Client Advisory

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