Twelve Points 2015: The Year in Review (video)

 In Videos

by Twelve Points Team

Looking back on all that we’ve accomplished as a team at Twelve Points this past year, we feel so proud and thankful. From opening our second office location in Boston’s South End with a ribbon-cutting ceremony courtesy of the Greater Boston Chamber of Commerce to celebrating our one-year anniversary with clients, family and friends in June, to welcoming new members Jared Bilodeau and Terri Defina to the team, our family is growing, and we look forward to providing new offerings for our clients in the new year. Our co-founders have all been featured in the media, whether it’s Manny Frangiadakis acting as financial reporter for Radio Entrepreneurs and Grecian Echoes, Dave Clayman getting quoted in The Wall Street Journal or Francesca Federico getting quoted in Fiduciary News. We’ve also challenged ourselves to seek new knowledge and information by attending conferences on financial planning, alternative investments and regulatory compliance, and by acquiring new designations: Dave, Manny, Francesca and Igor Tiguy all became Accredited Investment Fiduciary® designees, Francesca became a Certified Divorce Financial Analyst® and Dave became a Certified 401(k) Professional® designee.

Most importantly, we’ve taken every opportunity to give back to our community with the help of our clients, family and friends; Kim Van Winkle oversaw a successful food drive for local food pantry Open Table this summer, we recently served dinner to cancer patients and their caregivers at Boston Hope Lodge, and we just wrapped up a Toys for Tots drive for local kids in need. We co-hosted two events with Tomorrow’s Women TODAY in the C-Suite Series to promote women’s leadership, and also participated in a variety of charitable and fundraising events: Relay for Life, the Light Foundation’s Celebrity Shootout and Fools’ Night Out, The McCourty Twins’ Tackle Sickle Cell event to benefit Embrace Kids Foundation and the McCourt Foundation’s Tour de South Shore. We want to take this opportunity to thank you, our extended family, for making all of this possible. We look forward to an even more amazing year in 2016! Check out our video of 2015 highlights below.

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