Focus Financial Partners Inc. is a wealth management firm that operates in the registered investment advisor industry. The Company is formed of partnerships between independent fiduciaries and entrepreneurs, and partner firms. The Company provides wealth management services that include financial planning, tax planning and preparation, estate planning, financial counseling, asset allocation, manager selection, security selection, and centralized asset management. The Company offers its services to high net worth individuals, families and business entities on a recurring fee-based model. Through the partner firms, the Company offers wealth management services across a diverse range of asset classes. It has over 50 partner firms. The Company also its partner firms with value-added services that include marketing and business development, operational and technology enhancements, legal and compliance support, talent management, and succession planning.

Finance

Focus Financial Partners Inc

Ruediger Adolf

Analyst, Business Development

Elena Van Linge

John Moultrup

Sarah Crandall

Peter Lamagna

Eric Stein

Cara Freedman

Peter Lydon

Brian Gracia

Scott Anderson

Garry Taylor

Russell McGranahan

Stuart Bennett

Jack Spitsin

Alec Pickering

Sonia Vergel

Travis Danysh

Daniel Kilduff

Leonard Chang

James Shanahan

Mark Dupont

Nicole Vierneisel

Timothy Connor

Sukanya Kuruganti

The Legal Team at Focus Financial Partners Inc. is responsible for providing comprehensive legal support and advice to ensure compliance with industry regulations and company policies. They handle contracts, manage legal risks, support partner firms in navigating complex legal matters, and ensure adherence to fiduciary standards. Additionally, the team plays a crucial role in facilitating mergers and acquisitions, as well as safeguarding the interests of the company and its clients through sound legal strategies.

Legal Team

Finance Team

Leadership Team

Finance and Accounting

Legal Team

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Finance Team

Leadership Team

Finance and Accounting