Financial Advisors in Albany, NY
3 Atrium Dr
Suite 265
Albany, NY 12205
Focus Partners is your locally based investment advisor in Albany, NY - 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 is a trusted registered investment advisor offering personalized wealth management and financial planning services in Albany, NY. 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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Mark Pelersi
CFP®
Associate Wealth Advisor
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Rachel Soka
CFP®
Associate Wealth Advisor
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Connor Wiggins
CRPC®
Associate Wealth Advisor
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Greg Britton
CRPC®, ChFC®, CLU®, CASL®
Managing Director, Advisory Leadership Team
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Jessica Bender
Client Service Lead
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Danielle Jolin
Senior Operations Manager
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Shari Buthfer
Tax Manager
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Philip Estes
Lead Portfolio Trader
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John Heslin
Senior Investment Strategist
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Lisa Britton
Manager of Office Support
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Jeffrey Darien
Regional Vice President
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Troy Donahue
Associate Vice President
Enjoy some of our latest resources
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October 07, 2026
Two-Minute Market Focus: Rising Treasury Yields Put Bond Market Volatility in Focus
Commodities led markets over the past 90 days, while bonds and small-cap stocks declined as Treasury yields moved higher. In this week’s Two-Minute Market Focus, Todd Jones examines the rise in five-year Treasury yields, the factors contributing to higher real yields, and the growing disconnect between bond and equity market volatility.
Listen to the podcast -
October 06, 2026
What Could the Next 12 Months Look Like for Bond Investors?
In this Focus Perspectives video, Blerina Hysi explores what the next 12 months could hold for bond investors amid uncertainty around Federal Reserve policy, inflation, and economic growth.
Watch the video -
October 05, 2026
Smart Housing Decisions for Aging
Housing decisions can become increasingly complex as we age. Where you live may affect your daily routines, access to care, financial resources, and the ability to maintain your independence.
Watch the video