Twelve Points Wealth Management


Twelve Points was founded to bring trustworthiness back to an industry that has steadily lost America’s trust over the last two decades. The 2014 Edelman Trust Barometer found that only 46% of Americans trust the financial advisory industry.

Industries

Employees

11-50

Links


Org chart

Dave Clayman
Co-Founder & CEO
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Francesca Federico
Co-Founder & President
Dan Kline
Chief Operating Officer
Kimberly Van Winkle
Chief Compliance Officer
Steve Bruno
Chief Investment Officer
Deborah Cartisser
Senior Wealth Advisor


Offices