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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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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October 01, 2026
Should You Buy or Lease Your Dental Practice Office Space?
For dental and medical practice owners, deciding whether to buy or lease office space requires balancing real estate ownership opportunities with practice needs, cash flow, tax planning, and long-term transition goals.
Read the article -
September 28, 2026
Social Security Claims at 62 vs. 67 vs. 70: What High-Net-Worth Retirees Should Consider
Many retirees focus on one question: Should I claim Social Security at 62, 67, or 70? For high-net-worth individuals, the answer often involves far more than maximizing a monthly benefit. Learn how taxes, Medicare premiums, spousal benefits, survivor protection, and portfolio withdrawal strategies can influence the right claiming decision for your retirement.
Read the article -
September 23, 2026
Two-Minute Market Focus: Markets Absorb a Fed Rate Hike as Valuations Ease
Markets largely absorbed the Federal Reserve’s first rate increase in three years, with U.S. large-cap stocks and bonds posting gains over the past seven days. In this week’s Two-Minute Market Focus, Todd Jones discusses recent market performance, the S&P 500’s more moderate forward valuation, and the SEC’s conditional step toward tokenized stock trading.
Listen to the podcast