Jeffrey Charles Heisler

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

• 03/2014 → Present
  Twin Focus Capital Parnters, Llc
  Boston, MA

Previous Registrations

• 2012-01-06 → 2014-02-25
  Focus Partners Wealth, Llc
  St. Louis, MO
• 2011-06-27 → 2011-12-21
  The Colony Group, Llc
  Boston, MA

Other Businesses

1) Longfellow Homes - Needham, MA - co-owner since 2023, not investment related, real estate renovation - passive owner - 0 hours per month.

Designations

• Chartered Financial Analyst