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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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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Chen Chen
CFA®
Director, Research
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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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Eric Lee
CPA
Senior Manager, 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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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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May 12, 2026
Two-Minute Market Focus
The “Buffett Indicator” is breaching into all-time high levels. What could this signal for the markets? In this episode, Focus Partners’ Todd Jones explores this gauge as well as Magnificent Seven earnings, performance trends, and correction/recession indicators.
Listen to the podcast -
May 11, 2026
LGBTQ+ Financial Planning: Key Challenges and Opportunities
Learn how LGBTQ+ financial planning addresses family-building expenses, same-sex marriage tax benefits, estate planning, and wealth strategy.
Read the article -
May 05, 2026
When a Plan Works
March’s sharp market drop and quick recovery underscored that diversification, staying invested, and following a sound plan can carry investors through uncertain periods.
Watch the video