Garrett Walsh, CFA®, MBA

Senior Director

Investment Team

Garrett is a Family Office Advisor and Investment Strategist at TwinFocus, where he works across both the firm’s investment advisory and family office management teams. His role reflects TwinFocus’ highly collaborative, cross-functional approach to serving families, combining investment expertise with comprehensive family office advice and strategic planning.

Garrett is actively involved in investment research, manager and strategy evaluation, portfolio construction, and strategic asset allocation for TwinFocus clients. He works closely with the firm’s senior investment team to assess opportunities across public and private markets and to develop customized investment strategies aligned with each family’s objectives, risk profile, liquidity needs, and long-term goals. In addition to his investment responsibilities, Garrett serves as a trusted advisor to TwinFocus families across a broad range of financial and strategic matters. He partners directly with clients and coordinates closely with the firm’s investment, tax, estate planning, accounting, and administrative professionals to develop and implement integrated solutions tailored to each family’s unique circumstances.

A significant focus of Garrett’s role is building and fostering long-term client relationships. He serves as a key point of contact for families, helping to coordinate the many moving pieces of a comprehensive family office while anticipating evolving needs and ensuring that advice and execution remain aligned with each family’s broader objectives.

Prior to joining TwinFocus, Garrett spent nearly 15 years with Cambridge Associates, most recently as a Managing Director and member of their Private Client Practice. In this role, he provided financial and investment advisory services to clients in the US, Europe, and Latin America, including high-net-worth families, foundations, and non-profit organizations. He worked with these clients on investment issues such as asset allocation strategy, risk assessment, manager selection, and investment program evaluation. Garrett started his career on the Treasury Team at Boston Private Bank & Trust Company, focusing on firm-wide balance sheet management.

Garrett is a Chartered Financial Analyst (CFA) Charterholder. He earned a Master of Business Administration and a Bachelor of Science in Finance from Providence College.