Albany
Discover personalized wealth management with Focus Partners Wealth, your Albany financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Albany
Atrium Dr 3
Albany, NY 12205

Focus Partners Wealth is your locally based investment advisor - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located in the heart of New York’s Capital District and minutes from the banks of the Hudson, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.

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Your Albany Team
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Barnaby Bullard
CFP®
Senior Wealth Advisor
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Kollin Allard
CFP®, CRPC®, SE-AWMA℠
Senior Wealth Advisor
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Edward McCarthy
MBA
Senior Wealth Advisor
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Christine Suozzi
CFP®
Senior Wealth Advisor
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Toby Potterton
CRPC®
Senior Wealth Advisor
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Robert Palmer
CFP®, RICP
Senior Wealth Advisor
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Thomas McGrath
CFP®
Wealth Advisor
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Greg Britton
CRPC®, ChFC®, CLU®, CASL®
Managing Director, Advisory Leadership Team
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Mark Pelersi
Associate Wealth Advisor
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Jade Quevedo
Client Service Associate
Enjoy some of our latest resources
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September 23, 2025
Why Did the Fed Lower Rates?
The Fed has restarted its easing strategy to bring short-term rates down. To understand the potential market reactions, Focus Partners’ Jason Blackwell explores why the Fed is taking action.
Watch the video -
September 17, 2025
The One Big Beautiful Bill Act's Impact on Charitable Planning
Chief Planning Officer Jeffrey Levine cuts through the noise and highlights the provisions most relevant to your work—helping you anticipate how the legislation may shape fundraising conversations and charitable planning in the months and years ahead.
Watch the video -
September 15, 2025
Two-Minute Market Focus
The U.S. Federal Reserve will likely cut rates this week. In this episode, Focus Partners’ Todd Jones shares how this may impact markets and how other central banks are responding. Todd also explores the status of share buybacks in the current environment and provides an update on performance and recession indicators.
Listen to the podcast