Twelve Points Wealth Management
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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.
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Dave Clayman
Co-Founder & CEO
Dave Clayman
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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
Manny Frangiadakis
Co-Founder & Principal
Chris Cahill
Principal, Family Office Services
Terri Defina
Director, Client Experience
Renee Hoffman
Relationship Manager, Family Office Services
Becky Cloutier
Relationship Manager
Deborah Cartisser
Senior Wealth Advisor
Jeffrey King
Wealth Advisor, Financial Planner
Andrew McGill
Wealth Advisor
Russell S.D. Swinton-Murray
Wealth Advisor
Greg Phillips
Corporate Retirement Plan Specialist & Associate Wealth Advisor
Barbara Maietta
Financial Planner
Tracey Hartford
Wealth Advisor
Jack Duffy
Retirement Plan Analyst
