About
A boutique experience. Unparalleled SCALE
Growth From Collective Energy
-
Billion Revenue
$2.3+
-
Mergers & Strategic Hires
270+
-
Professionals
*6,200+
*Employees Dedicated to M&A and Partner Value add
Fulfilling our mission. Improving lives.
For clients and advisors alike.
Our expanding advisor network now includes more than 100 offices in over 40 states. And our Turnkey Asset Management Program is hard at work at more than 6,200+ advisors nationwide.
.
.
.
Meet those powering the Focus experience.
-
Adam Birenbaum
Chief Executive Officer
-
Wendy Hartman
CFP®
Divisional President
-
Justin Ferri
President & Chief Operating Officer, Focus Partners
-
Jonathan Scheid
CFA®, AIF
President, Focus Strategic Partners
-
Jeff Remming
Chief Platform Officer
-
Sal Papa
JD
General Counsel & Chief Compliance Officer
-
Rob Ziliak
CFP®
Chief Solutions Officer
-
Kevin Grogan
CFA®, CFP®
Chief Investment Officer of Systematic Strategies
-
Jeffrey Levine
CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
-
John Spyers
Chief Information and Technology Officer
-
Dan Anderson
Chief Financial Officer