Josh Kazlauskas, CFA®, MBA
Associate Director
Family Office Management Team
Josh is a valued member of the Family Office Management Team where he is responsible for supporting the complex needs of the firm’s family office clients. Additionally, Josh works closely with team members to enhance workflow processes across TwinFocus business units, in efforts to enhance the family office experience. He is passionate about working collaboratively with families to facilitate bespoke client service while navigating comprehensive goals-based integrated multigenerational investment, wealth, tax and estate planning strategies.
Josh is a seasoned financial professional with a robust background in private wealth management, client service, and real estate. Prior to joining the TwinFocus Team, he served as a Client Service Manager at a leading Boston-area investment management firm, where he led a team of associates in providing comprehensive estate planning support and data-driven portfolio recommendations.
Josh holds an MBA with concentrations in Investments and Technical Entrepreneurship as well as a bachelor’s degree in business administration from Northeastern University. He holds the Chartered Financial Analyst designation and is an active member of the CFA Society of Boston.
Get to know Josh
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
I would be an angel investor, backing founders who are solving some of the world’s most pressing social challenges. Whether it’s addressing food insecurity, advancing educational equality, or ensuring access to clean water, medicine, and sustainable infrastructure, I’m passionate about supporting people who are driving meaningful change. Beyond providing capital, I’d want to be a strategic partner—helping entrepreneurs scale their ideas and create a lasting global impact.
What do you enjoy doing outside of work?
Outside of work, I’m always looking for my next adventure. Whether it’s carving through fresh snow on my snowboard, experimenting in the kitchen, or traveling to new places, I love experiences that challenge and inspire me. Most of all, I enjoy spending quality time with my wife and two young children, making the most of every moment together.
What unique personal skills make you great at your role at TwinFocus?
I love taking on complex challenges — breaking them down, understanding how the pieces fit together, and finding optimal solutions. I balance big-picture thinking with sharp attention to detail, ensuring that every financial strategy is both comprehensive and precise.
What do you enjoy most about your job?
I enjoy the dynamic nature of my work — no two days are the same. From analyzing investment opportunities to guiding families through multi-generational planning, I thrive on thinking strategically and staying ahead of an ever-evolving financial landscape. Every client has unique needs, and I find it incredibly rewarding to develop creative, tailored solutions that align with their long-term goals.