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®
Senior Wealth Advisor, 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
Senior Manager, Institutional Operations
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Jonathan Lee
Managing Director, Research
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Vince Marsden
Senior Wealth Advisor
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Cassidy Orr
Senior Research Analyst
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John Paduano
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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Matthew Salotti
CFA®
Managing Director, Research
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Andrew Vogelstein
Head, Institutional Advisory & OCIO
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Mark Rossi
CFA®
Research Analyst
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Gray Stangler
Wealth Advisor
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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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February 03, 2026
Two-Minute Market Focus
In this episode, Focus Partners’ Todd Jones breaks down the latest movements in gold and silver, provides a performance update for 2026, and highlights key recession indicators investors are watching.
Listen to the podcast -
February 02, 2026
5 Reasons to Choose an Independent Trustee Over a Family Member
Why choosing an independent corporate trustee instead of a family member can help protect your estate and preserve personal relationships.
Read the article -
January 30, 2026
Quarterly Perspectives: Key Investment Themes for 2026
Join our senior investment strategists as they break down the top themes for the year and what they could mean for investors.
Watch the video