The Twelve Points Team

Manny Frangiadakis

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

Dave Clayman

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

Chris Cahill

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

Jack Duffy

Analyst

Laura Moruzzi

Managing Director

Scott McDermott

Senior Advisor.
Twelve Point Business Advisors

Phillip C. Thomas

Senior Business Advisor

Matt Abate

Relationship Manager

Francesca Federico

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

*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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