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Jonathan Robert Pate

Twin Focus Capital Partners, LLC

Boston, MA

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Current Employers
Twin Focus Capital Partners, Llc

75 Park Plaza, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-01-30
  • MA RA
    APPROVED
    Since 2024-01-30

Branch Locations

75 Park Plaza, Boston, MA 02116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Twinfocus Capital Partners, Llc Boston MA 03/2022 Present
Longfellow Investment Management Co, Llc Boston MA 02/2018 03/2022
New York Life Insurance Company Manchester NH 10/2017 02/2018
Saco & Biddeford Savings Institution Saco ME 06/2016 10/2017
Hobart & William Smith Colleges Geneva NY 09/2013 05/2017
  • 03/2022 → Present
    Twinfocus Capital Partners, Llc
    Boston, MA
  • 02/2018 → 03/2022
    Longfellow Investment Management Co, Llc
    Boston, MA
  • 10/2017 → 02/2018
    New York Life Insurance Company
    Manchester, NH
  • 06/2016 → 10/2017
    Saco & Biddeford Savings Institution
    Saco, ME
  • 09/2013 → 05/2017
    Hobart & William Smith Colleges
    Geneva, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-25
  • S65 Uniform Investment Adviser Law Examination
    2024-01-25

View on SEC IAPD

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