The Twelve Points Team

Dave Clayman

AIF®, CPFA®, CMT®, C(K)P®, CPWA®, CEPA®
Co-Founder And CEO

Francesca Federico

C(k)P® AIF®, CPFA®, CDFA®
Co-Founder And President

Manny Frangiadakis

AIF®, CPFA®, CEPA®
Co-Founder And Principal

Chris Cahill

J.D., CFP®, CAP®
Principal, Family Office Services

Laura Moruzzi

Managing Director

Matt Abate

Vice President, M&A Advisory

Michael Crowley

CEPA®, CFGA®

Senior Business Advisor

Maya Keenan-Gallagher

Analyst

Jake Crowley

CEPA®, CFGA®

Senior Business Advisor

Jack Duffy

Analyst

Scott McDermott

Senior Business Advisor

Phillip C. Thomas

Senior Business Advisor

Grace Light

Analyst

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth Management is engaged, or continues to be engaged, to provide investment advisory services.

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