Hugo Souza
Associate Director
Client Advisory & Service
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.
Get to know Hugo.
What do you enjoy most about your job?
I enjoy the collaborative, client-focused work environment that allows us to serve our clients to the best of our abilities.
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
I would own a family-run restaurant that features a unique farm-to-table menu.
What do you enjoy doing outside of work?
I like spending time with family, cheering my two boys on at their sporting events, golfing and being physically active.
What personal accomplishments are you most proud of?
I am most proud of being a dad to my two amazing and talented sons.