TwinFocus
Jonathan Pate is a Senior Analyst in Portfolio Management at TwinFocus. Prior to this, Jonathan worked as a Compliance Associate at Longfellow Investment Management Co. Jonathan also has experience as an Insurance Agent at New York Life Insurance Company and in a seasonal role at Saco & Biddeford Savings Institution. Jonathan holds a Bachelor of Arts degree in Public Policy from Hobart and William Smith Colleges.
TwinFocus
TwinFocus is a multifamily office for entrepreneurs' families looking to preserve, enhance and transfer wealth across multiple generations. Their proprietary total balance sheet approach and direct investing platform incorporate the nuances and complexities of all family members.