Collaborative, motivated and creative individuals who are able to partner with clients and with one another to create a culture of teamwork and success are the hallmarks of our business.  We strive to identify individuals who “think outside the box” in finding creative solutions to complex client situations.

We gather highly skilled and multidisciplinary team members together and provide them with the freedom, resources, and incentives they need to deliver excellence to our family office and institutional clients. TwinFocus believes that shared goals and the cross-pollination of investment and wealth planning ideas foster an environment in which individuals advance and grow.  TwinFocus team members are driven by an entrepreneurial spirit, motivated by client complexity, work in a supportive environment and experience a rewarding career path with competitive compensation structures and benefits.

We are always looking for passionate and driven individuals to join the TwinFocus team.  If you are eager to deliver excellence to family office clients and want to join a ROCK STAR team of thought leaders, please apply to one of the openings below or contact us at

Benefits of TwinFocus Employment

  • Competitive Salary
  • Annual Bonuses, based upon Company Profitability and Individual Performance
  • All NYSE Holidays plus paid vacation time
  • 100% Paid Medical & Dental Coverage
  • Gym Membership, Transportation and Mobile/Data Communication
  • 100% Reimbursement for Professional Studies such as the CFA, CFP or CAIA Programs

Employment Inquires:  Robert Petry, CFA, CAIA, Chief Operating Officer

Current Openings