Financial Advisors in New York, NY
599 Lexington Ave
14th Floor, Suite B
New York, NY 10022
Focus Partners is your locally based investment advisor in New York, NY - 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 is a trusted registered investment advisor offering personalized wealth management and financial planning services in New York, 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 New York Team
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Zinovy Iosovich
MBA
Chief Growth Officer
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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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Aaron Cohen
Ph.D.
Senior Wealth Advisor, Portfolio Manager
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Vince Marsden
Senior Wealth Advisor
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Gray Stangler
Wealth Advisor
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Craig Giventer
CFA
Senior Wealth Advisor, Portfolio Manager
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Diana Cheung
CFP®
Associate Wealth Advisor
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Christine Crigler
CPWA®, CFP®
Wealth Advisor
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Sri Iyer
CPA
Director, Institutional Operations
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Jonathan Lee
Managing Director, Research
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Cassidy Orr
Senior Research Analyst
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John Paduano
Managing Director, Research
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Matthew Salotti
CFA
Managing Director, Research
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Victoria Pemberton
Client Service Specialist
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Crystal Austin
Institutional Operations Analyst
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Rohan Roy
Institutional Operations Analyst
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Noah Talhami
Senior Manager, Platform Growth & Partnerships
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Andrew Vogelstein
Head, Institutional Advisory & OCIO
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Mark Rossi
CFA
Research Analyst
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Jeffrey Darien
Regional Vice President
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Gregory Fink
Senior Vice President
Enjoy some of our latest resources
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November 06, 2026
Quarterly Perspectives: Midterms, Inflation, and AI
Explore five key investment insights from Focus Partners' Quarterly Perspectives webinar, covering midterm elections, inflation, AI and portfolio diversification.
Watch the replay -
November 04, 2026
Understanding and Managing Sequence of Returns Risk in Retirement
What is sequence of returns risk? Learn why timing matters in your retirement plan and how flexible withdrawals may support portfolio longevity.
Watch the replay -
November 04, 2026
Protecting Purchasing Power in an Inflationary Environment
Inflation can erode purchasing power over time. In this Focus Perspectives video, Blerina Hysi explores how Treasury Inflation-Protected Securities (TIPS) work, the risks and tax considerations to keep in mind, and their role in a diversified fixed income portfolio.
Watch the video