Gabriella Davis
Analyst
Portfolio Analytics & Reporting
Gabriella works alongside families to optimize their investment solutions to meet their long-term intergenerational and philanthropic goals. She is responsible for the daily monitoring of client portfolios, client and regulatory reporting and executing investment solutions for the firm’s family office portfolios. Gabriella supports the directors in all investment matters, monitors cash positions and IPS restrictions and assists with client inquiries and onboarding.
Prior to joining TwinFocus, she worked at a private investment bank alongside a specialized trade management team for high-priority clients. Gabriella graduated from Simmons College where she earned a Bachelor of Arts in international relations with a minor in economics.
Get to know Gabriella.
What do you enjoy most about your job?
I like the energetic and collaborative environment that comes with working at TwinFocus. I am grateful for wonderful colleagues and mentors.
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
I would love to be a movie critic for an established paper. That way I could get paid to go to the movies. 😊
What do you enjoy doing outside of work?
I like spending time reading and exploring new parts of the city. In the summer, I enjoy a great picnic along the esplanade or going home to the beach.