Carlton Winthrop Bradshaw

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

• 06/2015 → 02/2018
  Amica Mutual Insurance Company
  Henderson, NV
• 03/2018 → 08/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2018 → 08/2018
  Northwestern Mutual Investment Services Llc
  Wellesley, MA
• 08/2018 → Present
  First Republic Securities Company, Llc
  Boston, MA
• 04/2022 → Present
  Twin Focus
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-20
• S63 Uniform Securities Agent State Law Examination
  2018-06-07

Other Names

• Carl Bradshaw