New York
Discover personalized wealth management with Focus Partners Wealth, your New York financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
New York
599 Lexington Ave
14th Floor, Suite B
New York, NY 10022

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. We’re right here in one of the world’s largest cities, 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 New York Team
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Frank Brochin
Ph.D.
Chief Investment Officer, Family Office
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Jennifer Chang
CFA®
Lead Research Analyst
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Chen Chen
CFA®
Director, Research
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Diana Cheung
CFP®
Associate Wealth Advisor
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Aaron Cohen
Ph.D.
Senior Wealth Advisor, Portfolio Manager
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Christine Crigler
CPWA®, CFP®
Wealth Advisor
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Tyler Eidel
Director, FP&A
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Pier Friend
Chief Investment Officer, Institutional Advisory Practice
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Craig Giventer
CFA®
Managing Director of Portfolio Strategies
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Robert Inches
Senior Institutional Portfolio Manager
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Zinovy Iosovich
MBA
Chief Growth Officer
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Sri Iyer
CPA
Director, Institutional Operations
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Eric Lee
CPA
Vice President, Institutional Advisory Practice
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Jonathan Lee
Managing Director, Senior Portfolio Manager
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Vince Marsden
Senior Wealth Advisor
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Stephen Miller
CFP®, CDDA
Managing Director, Institutional Advisory Practice
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John Paduano
Managing Director, Senior Portfolio Manager, Institutional Advisory Practice
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Victoria Pemberton
Client Service Manager
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Rohan Roy
Associate, Institutional Advisory Practice
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Matthew Salotti
CFA®
Managing Director, Senior Portfolio Manager, Institutional Advisory Practice
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Andrew Vogelstein
Head, Institutional Advisory & OCIO
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Mark Rossi
Research Analyst
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Gray Stangler
Investment Research Analyst
Enjoy some of our latest resources
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August 18, 2025
Monthly Investment Commentary: August 2025
The S&P 500 notched new all-time highs in 10 of the 22 trading days in July. It’s a remarkable rebound from the fear that gripped the market just three months prior. While the returns are a cause for celebration, it’s reasonable to wonder if things have gone too far, too fast.
Read the article -
August 12, 2025
Market Concentration and the AI Boom
Focus Partners’ Kevin Grogan breaks down market concentration, the dominance of the “Magnificent 7,” and why diversification still matters, especially in times of tech-fueled growth.
Watch the video -
August 05, 2025
Quarterly Perspectives: A Mid-Year Investment Outlook for 2025
In our Quarterly Perspectives webinar, our senior investment strategists unpack the latest market trends. From potential rate cuts to questions about rising national debt, they cover what the latest investment headlines and performance trends could mean for your portfolio in the second half of 2025.
Watch the video