Catherine Theisen Clough

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

• 06/2014 → Present
  Breckinridge Capital Advisors, Inc.
  Boston, MA
• 03/2021 → 06/2022
  Prio Wealth Lp
  Boston, MA
• 05/2019 → 03/2021
  Scholtz And Company, Llc
  Stamford, CT
• 11/2018 → 05/2019
  Colony Grill
  Norwalk, CT
• 09/2017 → 05/2018
  Unemployed
  Fairfield, CT
• 05/2017 → 09/2017
  Serenity Restaurant Group
  Gloucester, MA
• 05/2017 → 11/2018
  Cape Ann Brewing Company
  Gloucester, MA
• 08/2016 → 05/2017
  Unemployed
  Manchester By The Sea, MA

Previous Registrations

• 2022-12-08 → 2025-08-04
  Breckinridge Capital Advisors Inc
  Boston, MA

Other Businesses

Employed as a sous chef for Singing Beach Club, Inc. (the "Club") since May 2016. The business is a private club located in Manchester by the Sea, Massachusetts and is not investment-related. All working hours for the Club (maximum of 5 shifts per year) is completed at their location and outside of securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-07