Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Cathy Jacobs

Client Service Specialist

Cathy Jacobs
Cathy Jacobs

About Cathy

Cathy is responsible for providing the Focus Partners Wealth team with a broad range of client service support. She brings over 20 years of experience working in the investment management industry, with both institutional and individual clients.

In her free time, Cathy enjoys spending time with her daughter, hiking with their dog, reading, and going to the beach.

Education and Professional Milestones

-Simmons College - Bachelor of Arts in finance

-Has held roles as a member of the private client team at U.S. Boston Capital, as an investment associate at Cambridge Trust Company, and as a director of client communications at OFI Institutional

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