I recently had the opportunity to attend the annual Regulatory Compliance Conference in Boca Raton, FL. In addition to bringing colleagues from both the Registered Investment Advisor (RIA) side and Broker-Dealer side of the financial services industry together
We are pleased to announce the promotion of Kimberly Van Winkle to Chief Compliance Officer and Director of Operations, effective January 4, 2016. In her new role, Kimberly is responsible for monitoring and directing daily operations and regulatory compliance
On a chilly night in early December, our Co-Founder and Principal Francesca Federico co-hosted the second event in the C-Suite Series with Tomorrow’s Women TODAY, a local non-profit organization dedicated to fostering women into leaders in our community
What better way to start the new year than to announce some exciting new additions at our firm? We are happy to announce that Chris Cahill, J.D., CFP® became a Partner and Principal in the Family Office division of Twelve Points on January 5, 2016
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
At Twelve Points, we consider ourselves extremely lucky to be working with such a wonderful group of people — and that not only includes our co-workers, but also our clients. Three of our core values, based on the Scout Law, are to be kind, friendly and helpful
When I thought about my first career after graduate school, I often pictured working at a large broker-dealer. And, to be honest, I didn’t really like that thought. I wasn’t a fan of getting paid commissions based on which funds I recommended to my clients
When it comes to money, I’m of a mind that it’s better to spend it on experiences that I will carry with me for a lifetime rather than possessions. My family recently spent an amazing vacation exploring 5 national parks in 9 days (with a 6 year old and a 3 year old!).