Hugo works diligently to implement integrated wealth management solutions for clients. He has a strong desire to provide clients with the highest level of attention by establishing deep and valued relationships with them.
Prior to TwinFocus, Hugo worked for nine years in Cleveland for a boutique wealth management advisory firm and at also at Morgan Stanley. He earned his B.A. in political science from the University of New Hampshire and holds his Series 7 and Series 66. He is currently pursuing his CERTIFIED FINANCIAL PLANNER™ designation.
I enjoy the collaborative, client-focused work environment that allows us to serve our clients to the best of our abilities.
I would own a family-run restaurant that features a unique farm-to-table menu.
I like spending time with family, cheering my two boys on at their sporting events, golfing and being physically active.
I am most proud of being a dad to my two amazing and talented sons.