This June marked the fourth anniversary of Twelve Points’ founding. Over the years, we’ve helped countless families and individuals better understand and plan towards their financial [...]
One of our core values at Twelve Points is to be helpful. We as a firm believe in giving back to our communities in numerous ways. Our colleagues Manny and Francesca work closely with Community [...]
Naming a business, especially one in the financial services industry, can be a source of frustration or inspiration, as noted in a recent Investor’s Business Daily article. Co-founder and [...]
In early January 2017, the Twelve Points team had the distinct pleasure of watching co-founder and principal Dave Clayman receive the National Eagle Scout Association Outstanding Eagle Award [...]
by Terri Defina, Director, Client Experience Service. It’s what sets businesses apart. Why does it play such a crucial role in their success? Take a look around. There seem to be multiple options [...]
Congratulations to Kimberly Van Winkle, Our New Chief Compliance Officer and Director of Operations!
by Twelve Points Team 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 [...]
by Twelve Points Team 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 [...]