The Twelve Points Team

Dave Clayman

AIF®, CPFA®, CMT®, C(k)P®, CPWA®
Please See Important Disclosure Information
Co-Founder and CEO

Francesca Federico

C(k)P® AIF®, CPFA®, CDFA®
Please See Important Disclosure Information
Co-Founder And President

Manny Frangiadakis

AIF®, CPFA®
Please See Important Disclosure Information
Co-Founder and Principal

Chris Cahill

J.D., CFP®, CAP®
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Principal, Family Office Services

Steve Bruno

CFA® Charterholder
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Chief Investment Officer

Deborah Cartisser

Wealth Advisor and Chief Operating Officer

Becky Cloutier

Relationship Manager

Terri Defina

Director, Client Experience

Renee Hoffman

Relationship Manager, Family Office Services

Jeffrey King

Wealth Advisor, Financial Planner

Barbara Maietta

Financial Planner

Andrew McGill

Wealth Advisor

Greg Phillips

AIF®, CPFA®
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Corporate Retirement Plan Specialist & Associate Wealth Advisor

Kimberly Van Winkle

Chief Compliance Officer

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth Management is engaged, or continues to be engaged, to provide investment advisory services.

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