TwinFocus Capital Partners Announces Investment Team Growth

Jeffrey Heisler, PhD, CFA, joins firm as Director of Investment Strategy

BOSTON--()--TwinFocus Capital Partners, a globally focused investment advisory firm, announced today that Jeffrey Heisler, PhD, CFA, most recently at The Colony Group, has joined the firm as the Director of Investment Strategy working from the company’s Boston office.

Jeff will work with the firm’s partners and Client Advisors to develop and execute investment strategies based on management philosophy and client objectives across all asset classes and product types. Jeff will also lead a variety of investment strategy/policy committees formed to assess tactical and strategic asset allocation convictions and themes across the firms’ client base.

“I was drawn to the company’s unique and innovative approach and outstanding reputation for working with some of the world’s most sophisticated family office investors,” Heisler said. “TwinFocus has cultivated a team of talented and passionate professionals committed to delivering world-class and unparalleled custom solutions to its global clients.”

Prior to TwinFocus, Jeff was the Market Strategist at The Colony Group where he was a member of the Investment Committee and chaired the Asset Allocation, Alternatives, and Equity committees. Previously, he was Chief Risk and Chief Compliance Officer at a hedge fund, and a Senior Analyst at a fund of hedge funds manager, having begun his career as an engineer at IBM.

Jeff also served as a professor in the Finance and Economics Department at Boston University, a visiting professor of Finance at NYU, and as an instructor at Reykjavik University. While at Boston University, Jeff was the founding faculty director of the Master of Science in Investment Management (MSIM) program. Jeff holds the Chartered Financial Analyst Designation, and earned a PhD in Finance from NYU, a Master of Business Administration from the University of Chicago, and a Bachelor of Science in Manufacturing Engineering from Union College.

“With his notable background and significant experience across the industry and academia, Jeff brings to his new role with TwinFocus the ideal combination of brilliance, a deep industry network and the drive requisite to provide our clients with the very best counsel and service anywhere,” said Paul Karger, cofounder and Managing Partner of TwinFocus Capital Partners. “We look forward to having Jeff aboard and furthering our edge in offering clients unparalleled advice that meets their specific objectives.”

For more information, please contact Paul Karger at 617.720.4500 or visit http://www.twinfocuscapital.com

About TwinFocus Capital Partners

TwinFocus Capital Partners, LLC is a globally focused investment advisory firm that delivers bespoke financial solutions to a select group of institutions, family offices and individuals worldwide. We provide independent and objective advice and seek to uncover opportunities that help our clients meet their objectives by exploring non-traditional paths through exhaustive research and a disciplined approach to risk management. The firm advises clients on in excess $2.0 billion (USD) in assets.

Contacts

TwinFocus Capital Partners
Paul Karger, 617-720-4500

Release Summary

World-Class Family Office & Investment Advisory Firm, TwinFocus Capital Partners Announces Investment Strategy Team Growth

Contacts

TwinFocus Capital Partners
Paul Karger, 617-720-4500