Matthew Stefan Marsallo
Investment adviser representative at Twin Focus Capital Partners, LLC
11 yearsExperience
1 stateRegistered in
$4.6BFirm assets
20 yearsFirm in business
Are you Matthew Stefan Marsallo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Twin Focus Capital Partners, LLCApr 2026 to now
- Twinfocus Capital PartnersJun 2025 to now
- TruxJun 2024 to Aug 2024
- Boston University Questrom School of BusinessJan 2024 to May 2025
- Timber Banks Golf Club and MarinaApr 2022 to Sep 2022
- Boston UniversitySep 2021 to May 2025
- Radisson GreensApr 2020 to Sep 2022
- Syracuse Parking ServicesMar 2019 to Sep 2020
- Christian Brothers AcademySep 2015 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
Twin Focus Capital Partners, LLC
$4.6BAssets managed
83Clients
19Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8199196
- Firm CRD
- 140522