Brett S Feldman

Employer firm

Twin Focus Capital Partners, LLC CRD 140522

$4.58B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → Present
  Citigroup
  New York, NY

Previous Registrations

• 2014-08-18 → 2024-04-26
  Citigroup Global Markets Inc.
  Long Island City, NY
  Port Jefferson, NY
  Washington, DC
  New York, NY
  Greenwich, CT

Exams

• S66 Uniform Combined State Law Examination
  2014-08-15