Co-Founder & Managing Partner
Paul Karger partners with the firm’s key clients to advise them through a broad range of complex business, financial and life decisions. Paul also leads the firm’s direct investing efforts in private equity and real estate.
Before founding TwinFocus in 2006, Paul founded The Karger Group at UBS where he led a team that counseled global high-net-worth families. He began his career in investment banking at Leerink and went on to join PaineWebber in wealth management in 1999, which was ultimately acquired by UBS in 2000.
Paul holds the designation of Chartered Financial Analyst® and is a member of the Boston Security Analysts Society, CFA® Institute and the Investment Management Consultants Association. He earned his CIMA® at the University of Pennsylvania’s Wharton School of Finance and holds a B.S. in manufacturing engineering from Boston University. Paul was the recipient of the Outstanding Alumni Award in 2012 from Boston University. He endowed the Theo de Winter Distinguished Faculty Fellowship honoring his professor and longtime mentor.
An exclusive look into the world of wealth management for individuals with net worth ranging from 100 million to a billion dollars, offering insights on asset allocation, liquidity management, and achieving the delicate balan...