BOSTON--(BUSINESS WIRE)--Twin Focus Capital Partners, a Boston-based family office advisory boutique, has announced the hire of Mark J. Alaimo, CPA/PFS, CFP® Director, Client Advisory.
As Director of Client Advisory, Mark now serves as a trusted advisor, chief advocate and custodian of TwinFocus clients’ interests. Forward-thinking, open and clear communication, and best-in-class responsiveness are the hallmarks of Mark’s approach to exceeding the goals, expectations, and desired outcomes of TwinFocus’ clientele.
“We are delighted to welcome Mark to our team,” says TwinFocus Capital Co-founder & Managing Partner, Wesley Karger. “Ultra-high net worth families today are challenged with numerous financial, administrative, and tax issues which in our extensive experience require them to look beyond their existing trusted advisors to effectively and efficiently sustain their wealth, minimize administrative expenses, and develop a solution that meets all of their ongoing needs. Mark will be integral in working with the families who place their trust to the stewardship of TwinFocus.”
Mark is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and a Certified Financial Planner Practitioner. He received a Bachelor of Science in Accountancy with a Minor in Law, a Master of Science in Financial Planning and a Graduate Certificate in Taxation, all from Bentley University. Mark is an active member of the Financial Planning Association, the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants.
“I believe strongly in the breadth and depth of TwinFocus’ family office offering, from the investment advisory, tax & estate strategy, and charitably planning,” Alaimo said. “The firm leverages its unique resources and talents to redefine standards in delivering unparalleled solutions to clients globally.”
Before joining TwinFocus, Mark served as a Principal within a fee-only comprehensive wealth management firm and as a tax manager within a regional CPA firm. Skilled at providing objective, comprehensive advice in all areas of wealth management, Mark thrives on helping individuals and families reach their financial goals by distilling various financial and tax complexities. Making clients comfortable to a point where they can spend their time pursuing family interests, hobbies and leisure activities confident there affairs are well in-hand is Mark’s passion.
For more information, please contact Wesley 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 $3.0 billion (USD) in assets.
