The Twelve Points Team

Dave Clayman

AIF®, CPFA®, CMT®, C(k)P®, CPWA®

Co-Founder and CEO

Francesca Federico

C(k)P® AIF®, CPFA®, CDFA®
Co-Founder And President

Manny Frangiadakis

AIF®, CPFA®

Co-Founder and Principal

Chris Cahill

J.D., CFP®, CAP®

Principal, Family Office Services

Steve Bruno

CFA® Charterholder

Chief Investment Officer

Deborah Cartisser

Wealth Advisor and Chief Operating Officer

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®

Corporate Retirement Plan Specialist & Associate Wealth Advisor

Kimberly Van Winkle

Chief Compliance Officer

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