About Garry
Garry serves as a strategic and accountability partner to wealth advisors and their teams across regions, helping drive the delivery of annual business planning processes to establish foundational consistency, set goals, and define accountabilities.
Garry has more than 30 years of experience in the financial services industry. Since joining Focus Partners in 2012, Garry has held a range of leadership positions. Most recently, he has served as a Managing Director of Business Integrations and Technology Strategy at Focus Partners (formerly The Colony Group) to help lead the integration of merged firms across operations, systems, processes, and technology. Prior to that, he was a Senior Vice President on the broker breakaway, operations, and technology team, where he led numerous operational and business process improvement projects for partner firms and lifted out over a dozen teams from the wirehouse environment to independence.
Prior to his career at Focus Financial Partners, Garry held positions at Fidelity Investments, where he assisted some of the largest wirehouse advisors in setting up and transitioning their business to independence. Early on in his career, he was a wealth advisor at a number of firms, including Merrill Lynch and several firms in the U.K.
Education and Professional Milestones
-Heriot-Watt University - master’s degree in accountancy and finance, graduated with First-Class Honours
Garry serves as a strategic and accountability partner to wealth advisors and their teams across regions, helping drive the delivery of annual business planning processes to establish foundational consistency, set goals, and define accountabilities.
Garry has more than 30 years of experience in the financial services industry. Since joining Focus Partners in 2012, Garry has held a range of leadership positions. Most recently, he has served as a Managing Director of Business Integrations and Technology Strategy at Focus Partners (formerly The Colony Group) to help lead the integration of merged firms across operations, systems, processes, and technology. Prior to that, he was a Senior Vice President on the broker breakaway, operations, and technology team, where he led numerous operational and business process improvement projects for partner firms and lifted out over a dozen teams from the wirehouse environment to independence.
Prior to his career at Focus Financial Partners, Garry held positions at Fidelity Investments, where he assisted some of the largest wirehouse advisors in setting up and transitioning their business to independence. Early on in his career, he was a wealth advisor at a number of firms, including Merrill Lynch and several firms in the U.K.
Education and Professional Milestones
-Heriot-Watt University - master’s degree in accountancy and finance, graduated with First-Class Honours