Jonathan Robert Pate

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

• 03/2022 → 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

• S65 Uniform Investment Adviser Law Examination
  2024-01-25